Overview
Add Insightly to any ModuleX agent or workflow. CRM and project management platform for managing contacts, tasks, and sales pipelines via the Insightly REST API (api.{pod}.insightly.com/v3.1).
Categories: CRM · Sales · Productivity & Collaboration · Auth: Insightly API Key · Actions: 2
Authentication
Insightly API Key
Authenticate using your Insightly API key and pod identifier1
Step 1
Log in to your Insightly account
2
Step 2
Go to User Settings > API
3
Step 3
Copy your API key
4
Step 4
Find your pod identifier from your Insightly URL (e.g. na1, au1)
Required Credentials
Available Actions
create_contact — Creates a new contact in Insightly
create_contact — Creates a new contact in Insightly
Parameters
string
required
The first name of the contact
string
required
The last name of the contact
string
required
The email address of the contact
string
The title of the contact
string
The phone number of the contact
string
The street address of the contact
string
The city of the contact
string
The state of the contact
string
The zip code/postcode of the contact
string
The country of the contact
Response
create_task — Creates a new task in Insightly
create_task — Creates a new task in Insightly
Limits & Quotas
- Rate limits: Insightly enforces per-plan rate limits (typically 10 requests/second for Professional plans, higher for Enterprise).
- Pricing: API access requires a paid Insightly plan (Professional or higher).
- Error model: non-2xx responses are caught and returned as
success=False+errorrather than raising.