Integration · CRM & sales

Connect Claude & ChatGPT to Insightly

Ask your AI what is open in your pipeline, who a contact works for, or to log a note after a call. It works with contacts, organisations, leads, opportunities, projects, tasks and events in Insightly. CRM updates get done while you talk about the deal, not afterwards.

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Try asking

“Which opportunities are still open, and when are they expected to close?”
The AI searches opportunities by state and lists them with value, probability, stage and forecast close date.
“Add a note to Jane Miller: she wants a quote by Friday.”
It finds the contact and adds a note with a title and body.
“Create a lead for Peter Holm from Nordic Foods, source: website.”
It looks up lead sources and statuses, then creates the lead with name, email and organisation.

What your AI can do

Contacts, organisations and leads

Search, read and create contacts, organisations and leads, and add notes to contacts and leads.

Opportunities and pipelines

Search and create opportunities, add notes, move them between pipeline stages and set them to won, lost or another state.

Projects, tasks and events

Search and read projects and tasks, create tasks and calendar events, and search events by title or date.

“Move the Acme renewal to the negotiation stage.”
It looks up the pipeline stages and moves the opportunity to the stage you name.
“Remind me to call Acme next Tuesday.”
It gets your user ID and creates a task with a title, due date and you as owner.
“Mark the Nordic Foods deal as won.”
It changes the opportunity's state to WON, with an optional reason.

495 tools for Insightly

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_noteChanges dataAdd a note to a contact by contact_id with a title (required) and body.
add_lead_noteChanges dataAdd a note to a lead by lead_id with a title (required) and body.
add_opportunity_noteChanges dataAdd a note to an opportunity by opportunity_id with a title (required) and body.
attach_deal_email_addressChanges dataLink a deal (opportunity id). API summary: Gets the email address to use for linking with the Opportunity.
attach_lead_email_addressChanges dataLink a lead (lead id). API summary: Gets the email address to use for linking with the Lead.
attach_project_email_addressChanges dataLink a project (project id). API summary: Gets the email address to use for linking with the Project.
create_categoryChanges dataCreate a new category. Required: category name or background color. Search categories first to avoid duplicates. API summary: Adds a File Category.
create_category_add_entityChanges dataCreate a new category. Required: category name. Search categories first to avoid duplicates. API summary: Adds a Knowledge Article Category.
create_category_add_opportunity_categoryChanges dataCreate a new category. Required: category name or background color. Search categories first to avoid duplicates. API summary: Adds an Opportunity Category.
create_category_add_project_categoryChanges dataCreate a new category. Required: category name or background color. Search categories first to avoid duplicates. API summary: Adds a Project Category.
create_category_add_task_categoryChanges dataCreate a new category. Required: category name or background color. Search categories first to avoid duplicates. API summary: Adds a Task Category.
create_category_followChanges dataCreate a new follow for a category. API summary: Start following a Forum Category.
create_community_forumChanges dataCreate a new community forum. Required: forum category id or forum name. Search community forums first to avoid duplicates. API summary: Adds a Forum.
create_community_forum_followChanges dataCreate a new follow for a community forum. API summary: Start following a Forum.
create_community_forum_pageChanges dataCreate a new page for a community forum. Required: forum id. Search pages first to avoid duplicates. API summary: Adds a Forum Post to a Forum.
create_company_activity_set_assignmentChanges dataCreate a new activity set assignment for a company. API summary: Adds an Activity Set to an Organisation.
create_company_followChanges dataCreate a new follow for a company. API summary: Start following an Organisation.
create_company_linkChanges dataCreate a new link for a company. API summary: Adds a Link.
create_company_messageChanges dataCreate a new message for a company. Required: title. Search messages first to avoid duplicates. API summary: Adds a Note to an Organisation.
create_company_tagChanges dataCreate a new tag for a company. API summary: Adds a Tag to an Organisation.
create_contactChanges dataCreate a contact with first_name (required), last_name, email_address, phone, title, organisation_id and mailing address.
create_contact_activity_set_assignmentChanges dataCreate a new activity set assignment for a contact. API summary: Adds an Activity Set to a Contact.
create_contact_followChanges dataCreate a new follow for a contact. API summary: Start following a Contact.
create_contact_linkChanges dataCreate a new link for a contact. API summary: Adds a Link.
create_contact_tagChanges dataCreate a new tag for a contact. API summary: Adds a Tag to a Contact.
create_deal_activity_set_assignmentChanges dataCreate a new activity set assignment for a deal. API summary: Adds an Activity Set to an Opportunity.
create_deal_followChanges dataCreate a new follow for a deal. API summary: Start following an Opportunity.
create_deal_linkChanges dataCreate a new link for a deal. API summary: Adds a Link.
create_deal_productChanges dataCreate a new product for a deal. Required: unit price or quantity. Search products first to avoid duplicates. API summary: Adds an Opportunity Product to an Opportunity.
create_deal_tagChanges dataCreate a new tag for a deal. API summary: Adds a Tag to an Opportunity.
create_eventChanges dataCreate a calendar event with start_date_utc and end_date_utc (required), plus title, location, details and all_day.
create_event_linkChanges dataCreate a new link for a event. API summary: Adds a Link.
create_knowledge_article_folderChanges dataCreate a new knowledge article folder. Required: folder name or category id. Search knowledge article folders first to avoid duplicates. API summary: Adds a Knowledge Article Folder.
create_leadChanges dataCreate a lead with last_name, lead_source_id and lead_status_id (required; see list_lead_sources and list_lead_statuses), plus first_name, email, phone and organisation_name.
create_lead_activity_set_assignmentChanges dataCreate a new activity set assignment for a lead. API summary: Adds an Activity Set to a Lead.
create_lead_add_entityChanges dataCreate a new lead. Required: email address. Search leads first to avoid duplicates. API summary: Adds a Prospect.
create_lead_add_lead_sourceChanges dataCreate a new lead. Required: lead source. Search leads first to avoid duplicates. API summary: Adds a Lead Source.
create_lead_add_lead_statusChanges dataCreate a new lead. Required: lead status. Search leads first to avoid duplicates. API summary: Adds a Lead Status.
create_lead_followChanges dataCreate a new follow for a lead. API summary: Start following a Lead.
create_lead_subscriptionChanges dataCreate a new subscription for a lead. Required: list id. API summary: Adds a Prospect to a static list.
create_lead_tagChanges dataCreate a new tag for a lead. API summary: Adds a Tag to a Lead.
create_lead_tag_add_tagChanges dataCreate a new tag for a lead. API summary: Adds a Tag to a Prospect.
create_marketing_custom_eventChanges dataCreate a new marketing custom event. Required: prospect id, category or action. API summary: Adds a Structured Custom Event.
create_messageChanges dataCreate a new message. Required: post id or forum id. Search messages first to avoid duplicates. API summary: Adds a Forum Comment.
create_message_add_child_entityChanges dataCreate a new message for a message. Required: title. Search messages first to avoid duplicates. API summary: Adds a Comment to a Note.
create_message_add_commentChanges dataCreate a new message for a message. Search messages first to avoid duplicates. API summary: Adds a Comment to an Email.
create_message_followChanges dataCreate a new follow for a message. API summary: Start following a Forum Comment.
create_message_linkChanges dataCreate a new link for a message. API summary: Adds a Link.
create_message_link_add_linkChanges dataCreate a new link for a message. API summary: Adds a Link.
create_message_postChanges dataCreate a new message for a message. Search messages first to avoid duplicates. API summary: Adds a Comment to a Note.
create_message_tagChanges dataCreate a new tag for a message. API summary: Adds a Tag to an Email.
create_opportunityChanges dataCreate an opportunity with opportunity_name (required), organisation_id, bid_amount, bid_currency, probability, forecast_close_date and opportunity_details.
create_organisationChanges dataCreate an organisation with organisation_name (required), phone, website and billing/shipping address.
create_pageChanges dataCreate a new page. Required: forum id. Search pages first to avoid duplicates. API summary: Adds a Forum Post.
create_page_followChanges dataCreate a new follow for a page. API summary: Start following a Forum Post.
create_page_messageChanges dataCreate a new message for a page. Required: post id or forum id. Search messages first to avoid duplicates. API summary: Adds a Forum Comment to a Forum Post.
create_pricebookChanges dataCreate a new pricebook. Required: name or active. Search pricebooks first to avoid duplicates. API summary: Adds a Price Book.
create_pricebook_followChanges dataCreate a new follow for a pricebook. API summary: Start following a Price Book.
create_pricebook_pageChanges dataCreate a new page for a pricebook. Required: price. Search pages first to avoid duplicates. API summary: Adds a Price Book Entry to a Price Book.
create_productChanges dataCreate a new product. Required: folder id, title or url slug. Search products first to avoid duplicates. API summary: Adds a Knowledge Article.
create_product_add_entityChanges dataCreate a new product. Required: product name, default price or active. Search products first to avoid duplicates. API summary: Adds a Product.
create_product_followChanges dataCreate a new follow for a product. API summary: Start following a Knowledge Article.
create_product_pageChanges dataCreate a new page for a product. Required: price. Search pages first to avoid duplicates. API summary: Adds a Price Book Entry to a Product.
create_product_tagChanges dataCreate a new tag for a product. API summary: Adds a Tag to a Knowledge Article.
create_projectChanges dataCreate a new project. Required: project name or status. Search projects first to avoid duplicates. API summary: Adds a Project.
create_project_activity_set_assignmentChanges dataCreate a new activity set assignment for a project. API summary: Adds an Activity Set to a Project.
create_project_followChanges dataCreate a new follow for a project. API summary: Start following a Project.
create_project_linkChanges dataCreate a new link for a project. API summary: Adds a Link.
create_project_messageChanges dataCreate a new message for a project. Required: title. Search messages first to avoid duplicates. API summary: Adds a Note to a Project.
create_project_milestoneChanges dataCreate a new milestone for a project. Required: completed or due date. Search milestones first to avoid duplicates. API summary: Adds a Milestone.
create_project_tagChanges dataCreate a new tag for a project. API summary: Adds a Tag to a Project.
create_quoteChanges dataCreate a new quote. Required: quotation name or opportunity id. Search quotes first to avoid duplicates. API summary: Adds a Quote.
create_quote_followChanges dataCreate a new follow for a quote. API summary: Start following a Quote.
create_quote_productChanges dataCreate a new product for a quote. Required: quantity or unit price. Search products first to avoid duplicates. API summary: Adds a Quote Product to a Quote.
create_taskChanges dataCreate a task with title, owner_user_id and completed (true/false) required, plus due_date, details, priority, responsible_user_id, opportunity_id or project_id.
create_task_followChanges dataCreate a new follow for a task. API summary: Start following a Task.
create_task_linkChanges dataCreate a new link for a task. API summary: Adds a Link.
create_task_messageChanges dataCreate a new message for a task. Search messages first to avoid duplicates. API summary: Adds a Comment to a Task.
create_teamChanges dataCreate a new team. API summary: Adds a Team.
create_team_userChanges dataCreate a new user for a team. Required: member user id. Search users first to avoid duplicates. API summary: Adds a Team Member.
create_ticketChanges dataCreate a new ticket. Required: subject, ticket status or contact id. Search tickets first to avoid duplicates. API summary: Adds a Ticket.
create_ticket_displayChanges dataCreate a new display for a ticket.
create_ticket_followChanges dataCreate a new follow for a ticket. API summary: Start following a Ticket.
create_ticket_messageChanges dataCreate a new message for a ticket. Required: public comment or channel. Search messages first to avoid duplicates. API summary: Adds a Comment to a Ticket.
create_ticket_tagChanges dataCreate a new tag for a ticket. API summary: Adds a Tag to a Ticket.
create_userChanges dataCreate a new user. Required: member user id. Search users first to avoid duplicates. API summary: Adds a new Team Member.
create_user_displayChanges dataCreate a new display for a user. API summary: Insightly Object Screen Pop.
delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deactivates a File Category.
delete_category_delete_opportunity_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deactivates an Opportunity Category.
delete_category_delete_project_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deactivates a Project Category.
delete_category_delete_task_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deactivates a Task Category.
delete_category_followsMoves moneyPermanently delete a follow by forum category id. Financial or irreversible action; may require approval. API summary: Stop following a Forum Category.
delete_community_forum_followsMoves moneyPermanently delete a follow by community forum id. Financial or irreversible action; may require approval. API summary: Stop following a Forum.
delete_community_forum_pageDeletesPermanently delete a page by child entity id. Destructive action; may require approval. API summary: Deletes a Forum Post of a Forum.
delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes an Organisation.
delete_company_followsMoves moneyPermanently delete a follow by organisation id. Financial or irreversible action; may require approval. API summary: Stop following an Organisation.
delete_company_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes an Organisation's Custom Image Field.
delete_company_imagesMoves moneyPermanently delete a image by organisation id. Financial or irreversible action; may require approval. API summary: Deletes an Organisation's Image.
delete_company_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_company_tagsMoves moneyPermanently delete a tag by organisation id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from an Organisation.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletes a Contact.
delete_contact_followsMoves moneyPermanently delete a follow by contact id. Financial or irreversible action; may require approval. API summary: Stop following a Contact.
delete_contact_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Contact's Custom Image Field.
delete_contact_imagesMoves moneyPermanently delete a image by contact id. Financial or irreversible action; may require approval. API summary: Deletes a Contact's Image.
delete_contact_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_contact_tagsMoves moneyPermanently delete a tag by contact id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Contact.
delete_custom_objects_recordDeletesPermanently delete a custom objects record by custom objects record id. Destructive action; may require approval. API summary: Deletes a Record.
delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Deletes an Opportunity.
delete_deal_followsMoves moneyPermanently delete a follow by opportunity id. Financial or irreversible action; may require approval. API summary: Stop following an Opportunity.
delete_deal_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes an Opportunity's Custom Image Field.
delete_deal_imagesMoves moneyPermanently delete a image by opportunity id. Financial or irreversible action; may require approval. API summary: Deletes an Opportunity's Image.
delete_deal_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_deal_pipelinesMoves moneyPermanently delete a pipeline by opportunity id. Financial or irreversible action; may require approval. API summary: Clears pipeline for the Opportunity.
delete_deal_productDeletesPermanently delete a product by child entity id. Destructive action; may require approval. API summary: Deletes an Opportunity Product of an Opportunity.
delete_deal_tagsMoves moneyPermanently delete a tag by opportunity id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from an Opportunity.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletes a File Attachment.
delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Deletes an Event.
delete_event_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes an Event's Custom Image Field.
delete_event_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Deletes a Lead.
delete_lead_delete_entityDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Deletes a Prospect.
delete_lead_followsMoves moneyPermanently delete a follow by lead id. Financial or irreversible action; may require approval. API summary: Stop following a Lead.
delete_lead_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Lead's Custom Image Field.
delete_lead_image_field_delete_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Prospect's Custom Image Field.
delete_lead_imagesMoves moneyPermanently delete a image by lead id. Financial or irreversible action; may require approval. API summary: Deletes a Lead's Image.
delete_lead_subscriptionsMoves moneyPermanently delete a subscription by prospect id. Financial or irreversible action; may require approval. API summary: Removes a Prospect from a static list.
delete_lead_tagsMoves moneyPermanently delete a tag by lead id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Lead.
delete_lead_tags_delete_tagMoves moneyPermanently delete a tag by prospect id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Prospect.
delete_leadsMoves moneyPermanently delete a lead. Financial or irreversible action; may require approval. API summary: Deletes a Lead Source.
delete_leads_delete_lead_statusMoves moneyPermanently delete a lead. Financial or irreversible action; may require approval. API summary: Deletes a Lead Status.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a Comment.
delete_message_deleteDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes a Note.
delete_message_delete_child_entityDeletesPermanently delete a message by child entity id. Destructive action; may require approval. API summary: Deletes a Comment of a Note.
delete_message_delete_entityDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletes an Email.
delete_message_followsMoves moneyPermanently delete a follow by community comment id. Financial or irreversible action; may require approval. API summary: Stop following a Forum Comment.
delete_message_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_message_link_delete_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_message_tagsMoves moneyPermanently delete a tag by email id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from an Email.
delete_page_followsMoves moneyPermanently delete a follow by community post id. Financial or irreversible action; may require approval. API summary: Stop following a Forum Post.
delete_page_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Price Book Entry's Custom Image Field.
delete_page_messageDeletesPermanently delete a message by child entity id. Destructive action; may require approval. API summary: Deletes a Forum Comment of a Forum Post.
delete_pricebook_followsMoves moneyPermanently delete a follow by pricebook id. Financial or irreversible action; may require approval. API summary: Stop following a Price Book.
delete_pricebook_pageDeletesPermanently delete a page by child entity id. Destructive action; may require approval. API summary: Deletes a Price Book Entry of a Price Book.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes a Knowledge Article.
delete_product_delete_entityDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes a Product.
delete_product_followsMoves moneyPermanently delete a follow by knowledge article id. Financial or irreversible action; may require approval. API summary: Stop following a Knowledge Article.
delete_product_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Knowledge Article's Custom Image Field.
delete_product_image_field_2DeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Quote Product's Custom Image Field.
delete_product_image_field_deleteDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Product's Custom Image Field.
delete_product_image_field_delete_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes an Opportunity Product's Custom Image Field.
delete_product_imagesMoves moneyPermanently delete a image by product id. Financial or irreversible action; may require approval. API summary: Deletes a Product's Image.
delete_product_pageDeletesPermanently delete a page by child entity id. Destructive action; may require approval. API summary: Deletes a Price Book Entry of a Product.
delete_product_tagsMoves moneyPermanently delete a tag by knowledge article id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Knowledge Article.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes a Project.
delete_project_followsMoves moneyPermanently delete a follow by project id. Financial or irreversible action; may require approval. API summary: Stop following a Project.
delete_project_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Project's Custom Image Field.
delete_project_imagesMoves moneyPermanently delete a image by project id. Financial or irreversible action; may require approval. API summary: Deletes a Project's Image.
delete_project_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_project_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval. API summary: Deletes a Milestone.
delete_project_pipelinesMoves moneyPermanently delete a pipeline by project id. Financial or irreversible action; may require approval. API summary: Clears pipeline for the Project.
delete_project_tagsMoves moneyPermanently delete a tag by project id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Project.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deletes a Quote.
delete_quote_documentDeletesPermanently delete a document by child entity id. Destructive action; may require approval. API summary: Deletes a Quote Document of a Quote.
delete_quote_followsMoves moneyPermanently delete a follow by quotation id. Financial or irreversible action; may require approval. API summary: Stop following a Quote.
delete_quote_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Quote's Custom Image Field.
delete_quote_productDeletesPermanently delete a product by child entity id. Destructive action; may require approval. API summary: Deletes a Quote Product of a Quote.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a Task.
delete_task_followsMoves moneyPermanently delete a follow by task id. Financial or irreversible action; may require approval. API summary: Stop following a Task.
delete_task_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Task's Custom Image Field.
delete_task_linkDeletesPermanently delete a link by link id. Destructive action; may require approval. API summary: Deletes a Link.
delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Deletes a Team.
delete_team_userDeletesPermanently delete a user by permission id. Destructive action; may require approval. API summary: Deletes a Team Member.
delete_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: Deletes a Ticket.
delete_ticket_followsMoves moneyPermanently delete a follow by ticket id. Financial or irreversible action; may require approval. API summary: Stop following a Ticket.
delete_ticket_image_fieldDeletesPermanently delete a image field by field name. Destructive action; may require approval. API summary: Deletes a Ticket's Custom Image Field.
delete_ticket_tagsMoves moneyPermanently delete a tag by ticket id. Financial or irreversible action; may require approval. API summary: Deletes a Tag from a Ticket.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes a Team Member.
get_activity_setGet one activity set by activity set id. API summary: Gets a single Activity Set.
get_categoryGet one category by category id. API summary: Gets a File Category.
get_category_getGet one category by category id. API summary: Gets a Knowledge Article Category.
get_category_get_entityGet one category by category id. API summary: Gets a Forum Category.
get_category_get_opportunity_categoryGet one category by category id. API summary: Gets an Opportunity Category.
get_category_get_project_categoryGet one category by category id. API summary: Gets a Project Category.
get_category_get_task_categoryGet one category by category id. API summary: Gets a Task Category.
get_community_forumGet one community forum by community forum id. API summary: Gets a Forum.
get_company_image_fieldGet one image field for a company by field name. API summary: Gets an Organisation's Custom Image Field.
get_contactGet one contact by contact_id, including emails, phones, organisation, addresses and custom fields.
get_contact_image_fieldGet one image field for a contact by field name. API summary: Gets a Contact's Custom Image Field.
get_current_userGet the connected Insightly user's own profile and user ID. Use the ID as owner_user_id when creating tasks.
get_custom_fieldGet one custom field by object name. API summary: Gets a list of Custom Fields.
get_custom_field_searchGet one custom field by object name. API summary: Gets a Custom Field by name.
get_custom_objectGet one custom object by custom object name. API summary: Gets a custom object by object name.
get_custom_objects_recordGet one custom objects record by object name. Results are paginated. API summary: Gets a list of records.
get_custom_objects_record_get_entityGet one custom objects record by custom objects record id. API summary: Gets a record.
get_custom_objects_record_searchGet one custom objects record by object name. Results are paginated. API summary: Gets a filtered list of records.
get_deal_image_fieldGet one image field for a deal by field name. API summary: Gets an Opportunity's Custom Image Field.
get_documentGet one document by document id. API summary: Gets a File Attachment.
get_document_templateGet one document template by document template id. API summary: Gets a Document Template.
get_eventGet one event by event id. API summary: Gets an Event.
get_event_image_fieldGet one image field for a event by field name. API summary: Gets an Event's Custom Image Field.
get_knowledge_article_folderGet one knowledge article folder by knowledge article folder id. API summary: Gets a Knowledge Article Folder.
get_leadGet one lead by lead_id, with contact details, status, source and rating.
get_lead_get_entityGet one lead by lead id. API summary: Gets a Prospect.
get_lead_image_fieldGet one image field for a lead by field name. API summary: Gets a Lead's Custom Image Field.
get_lead_image_field_get_image_fieldGet one image field for a lead by field name. API summary: Gets a Prospect's Custom Image Field.
get_marketing_visitGet one marketing visit by marketing visit id. Results are paginated. API summary: Gets a list of Marketing Visits by prospect.
get_messageGet one message by message id. API summary: Gets a Forum Comment.
get_message_getGet one message by message id. API summary: Gets a Note.
get_message_get_entityGet one message by message id. API summary: Gets an Email.
get_milestoneGet one milestone by milestone id. API summary: Gets a Milestone.
get_opportunityGet one opportunity by deal_id (the opportunity ID), including value, probability, state, stage and close date.
get_organisationGet one organisation by company_id (the organisation ID), including phone, website, addresses and custom fields.
get_pageGet one page by page id. API summary: Gets a Forum Post.
get_page_get_entityGet one page by page id. API summary: Gets a Price Book Entry.
get_page_image_fieldGet one image field for a page by field name. API summary: Gets a Price Book Entry's Custom Image Field.
get_pipelineGet one pipeline by pipeline id. API summary: Gets a Pipeline.
get_pipeline_stageGet one pipeline stage by pipeline stage id. API summary: Gets a Pipeline Stage.
get_pricebookGet one pricebook by pricebook id. API summary: Gets a Price Book.
get_productGet one product by product id. API summary: Gets a Knowledge Article.
get_product_2Get one product by product id. API summary: Gets a Quote Product.
get_product_getGet one product by product id. API summary: Gets a Product.
get_product_get_entityGet one product by product id. API summary: Gets an Opportunity Product.
get_product_image_fieldGet one image field for a product by field name. API summary: Gets a Knowledge Article's Custom Image Field.
get_product_image_field_2Get one image field for a product by field name. API summary: Gets a Quote Product's Custom Image Field.
get_product_image_field_getGet one image field for a product by field name. API summary: Gets a Product's Custom Image Field.
get_product_image_field_get_image_fieldGet one image field for a product by field name. API summary: Gets an Opportunity Product's Custom Image Field.
get_product_translationGet one translation for a product by language. API summary: Gets a Knowledge Article's translation in a specific language.
get_projectGet one project by project_id, with status, stage, dates and details.
get_project_image_fieldGet one image field for a project by field name. API summary: Gets a Project's Custom Image Field.
get_quoteGet one quote by quote id. API summary: Gets a Quote.
get_quote_image_fieldGet one image field for a quote by field name. API summary: Gets a Quote's Custom Image Field.
get_taskGet one task by task_id, with status, due date, owner and linked records.
get_task_image_fieldGet one image field for a task by field name. API summary: Gets a Task's Custom Image Field.
get_teamGet one team by team id. API summary: Gets a Team.
get_ticketGet one ticket by ticket id. API summary: Gets a Ticket.
get_ticket_image_fieldGet one image field for a ticket by field name. API summary: Gets a Ticket's Custom Image Field.
get_translationGet one translation by language. API summary: Gets a record's translation in a specific language.
get_userGet one user by user id. API summary: Gets a Team Member.
get_user_get_userGet one user by user id. API summary: Gets a User.
list_activity_setsList activity sets. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Activity Sets.
list_categoriesList categories. Optional filters: count total. Results are paginated. API summary: Gets a list of File Categories.
list_categories_getList categories. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Knowledge Article Categories.
list_categories_get_entitiesList categories. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Forum Categories.
list_categories_get_opportunity_categoriesList categories. Optional filters: count total. Results are paginated. API summary: Gets a list of Opportunity Categories.
list_categories_get_project_categoriesList categories. Optional filters: count total. Results are paginated. API summary: Gets a list of Project Categories.
list_categories_get_task_categoriesList categories. Optional filters: count total. Results are paginated. API summary: Gets a list of Task Categories.
list_category_followsList follows for a category. API summary: Gets a Follow state for a Forum Category.
list_community_forum_followsList follows for a community forum. API summary: Gets a Follow state for a Forum.
list_community_forum_pagesList pages for a community forum. API summary: Gets a list of Forum Posts of a Forum.
list_community_forumsList community forums. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Forums.
list_companiesList companies. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Organisations.
list_company_datesList dates for a company. API summary: Gets an Organisation's Dates.
list_company_documentsList documents for a company. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets an Organisation's File Attachments.
list_company_eventsList events for a company. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets an Organisation's Events.
list_company_followsList follows for a company. API summary: Gets a Follow state for an Organisation.
list_company_imagesList images for a company. API summary: Gets an Organisation's Image.
list_company_linksList links for a company. API summary: Gets an Organisation's Links.
list_company_messagesList messages for a company. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of an Organisation's Emails.
list_company_messages_get_notesList messages for a company. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets an Organisation's Notes.
list_company_tagsList tags for a company. API summary: Gets an Organisation's Tags.
list_company_tasksList tasks for a company. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of an Organisation's Tasks.
list_contact_datesList dates for a contact. API summary: Gets a Contact's Dates.
list_contact_documentsList documents for a contact. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Contact's File Attachments.
list_contact_eventsList events for a contact. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a Contact's Events.
list_contact_followsList follows for a contact. API summary: Gets a Follow state for a Contact.
list_contact_imagesList images for a contact. API summary: Gets a Contact's Image.
list_contact_linksList links for a contact. API summary: Gets a Contact's Links.
list_contact_messagesList messages for a contact. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Contact's Emails.
list_contact_notesList the notes on a contact by contact_id.
list_contact_tagsList tags for a contact. API summary: Gets a Contact's Tags.
list_contact_tasksList tasks for a contact. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Contact's Tasks.
list_contactsList contacts. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Contacts.
list_countriesList countries. API summary: Gets a list of Countries used by Insightly.
list_currenciesList currencies. API summary: Gets a list of Currencies used by Insightly.
list_custom_objectsList custom objects. API summary: Gets a list of custom objects.
list_deal_documentsList documents for a deal. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets an Opportunity's File Attachments.
list_deal_eventsList events for a deal. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets an Opportunity's Events.
list_deal_followsList follows for a deal. API summary: Gets a Follow state for an Opportunity.
list_deal_imagesList images for a deal. API summary: Gets an Opportunity's Image.
list_deal_linksList links for a deal. API summary: Gets an Opportunity's Links.
list_deal_messagesList messages for a deal. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of an Opportunity's Emails.
list_deal_messages_get_notesList messages for a deal. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets an Opportunity's Notes.
list_deal_productsList products for a deal. API summary: Gets a list of Opportunity Products of an Opportunity.
list_deal_state_historiesList state histories for a deal. API summary: Gets the history of States and Reasons for an Opportunity.
list_deal_tagsList tags for a deal. API summary: Gets an Opportunity's Tags.
list_deal_tasksList tasks for a deal. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of an Opportunity's Tasks.
list_dealsList deals. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Opportunities.
list_document_templatesList document templates. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Document Templates.
list_documentsList documents. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Record's File Attachments.
list_event_linksList links for a event. API summary: Gets an Event's Links.
list_eventsList events. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Events.
list_followsList follows. Optional filters: record type or count total. Results are paginated. API summary: Gets a list of followed records for the user.
list_instancesList instances. API summary: Gets the Instance.
list_knowledge_article_foldersList knowledge article folders. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Knowledge Article Folders.
list_lead_documentsList documents for a lead. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Lead's File Attachments.
list_lead_eventsList events for a lead. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a Lead's Events.
list_lead_followsList follows for a lead. API summary: Gets a Follow state for a Lead.
list_lead_follows_get_followList follows for a lead. API summary: Gets a Follow state for a Prospect.
list_lead_imagesList images for a lead. API summary: Gets a Lead's Image.
list_lead_messagesList messages for a lead. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Lead's Emails.
list_lead_messages_get_notesList messages for a lead. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a Lead's Notes.
list_lead_sourcesList the lead sources and their IDs, needed when creating a lead.
list_lead_statusesList the lead statuses and their IDs, needed when creating a lead.
list_lead_subscriptionsList subscriptions for a lead. API summary: Gets a Prospect's static list memberships.
list_lead_tagsList tags for a lead. API summary: Gets a Lead's Tags.
list_lead_tags_get_tagsList tags for a lead. API summary: Gets a Prospect's Tags.
list_lead_tasksList tasks for a lead. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Lead's Tasks.
list_leadsList leads. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Leads.
list_leads_get_entitiesList leads. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Prospects.
list_marketing_visitsList marketing visits. Optional filters: count total. Results are paginated. API summary: Gets a list of Marketing Visits.
list_message_documentsList documents for a message. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Comment's File Attachments.
list_message_documents_getList documents for a message. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Note's File Attachments.
list_message_documents_get_file_attachmentsList documents for a message. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets an Email's File Attachments.
list_message_followsList follows for a message. API summary: Gets a Follow state for a Forum Comment.
list_message_follows_getList follows for a message. API summary: Gets a Follow state for a Note.
list_message_follows_get_followList follows for a message. API summary: Gets a Follow state for an Email.
list_message_linksList links for a message. API summary: Gets an Email's Links.
list_message_links_get_linksList links for a message. API summary: Gets a Note's Links.
list_message_tagsList tags for a message. API summary: Gets an Email's Tags.
list_messagesList messages. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Forum Comments.
list_messages_2List messages for a message. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Note's Comments.
list_messages_getList messages. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Notes.
list_messages_get_child_entitiesList messages for a message. API summary: Gets a list of Comments of a Note.
list_messages_get_commentsList messages for a message. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets an Email's Comments.
list_messages_get_entitiesList messages. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Emails.
list_milestonesList milestones. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Milestones.
list_opportunity_state_reasonsList opportunity state reasons. Optional filters: count total. Results are paginated. API summary: Gets a list of Opportunity State Reasons.
list_page_followsList follows for a page. API summary: Gets a Follow state for a Forum Post.
list_page_messagesList messages for a page. API summary: Gets a list of Forum Comments of a Forum Post.
list_pagesList pages. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Forum Posts.
list_pages_get_entitiesList pages. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Price Book Entries.
list_permissionsList permissions. API summary: Gets the Permissions for a User.
list_pipeline_stagesList pipeline stages with their IDs and which pipeline they belong to.
list_pipelinesList the pipelines for opportunities and projects.
list_pricebook_followsList follows for a pricebook. API summary: Gets a Follow state for a Price Book.
list_pricebook_pagesList pages for a pricebook. API summary: Gets a list of Price Book Entries of a Price Book.
list_pricebooksList pricebooks. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Price Books.
list_product_followsList follows for a product. API summary: Gets a Follow state for a Knowledge Article.
list_product_follows_get_followList follows for a product. API summary: Gets a Follow state for a Product.
list_product_imagesList images for a product. API summary: Gets a Product's Image.
list_product_pagesList pages for a product. API summary: Gets a list of Price Book Entries of a Product.
list_product_tagsList tags for a product. API summary: Gets a Knowledge Article's Tags.
list_productsList products. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Knowledge Articles.
list_products_2List products. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Quote Products.
list_products_getList products. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Products.
list_products_get_entitiesList products. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Opportunity Products.
list_project_documentsList documents for a project. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Project's File Attachments.
list_project_eventsList events for a project. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a Project's Events.
list_project_followsList follows for a project. API summary: Gets a Follow state for a Project.
list_project_imagesList images for a project. API summary: Gets a Project's Image.
list_project_linksList links for a project. API summary: Gets a Project's Links.
list_project_messagesList messages for a project. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Project's Emails.
list_project_messages_get_notesList messages for a project. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a Project's Notes.
list_project_milestonesList milestones for a project. API summary: Gets a list of a Project's Milestones.
list_project_tagsList tags for a project. API summary: Gets a Project's Tags.
list_project_tasksList tasks for a project. Optional filters: updated after utc, brief or count total. Results are paginated. API summary: Gets a list of a Project's Tasks.
list_projectsList projects. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Projects.
list_quote_documentsList documents for a quote. API summary: Gets a list of Quote Documents of a Quote.
list_quote_followsList follows for a quote. API summary: Gets a Follow state for a Quote.
list_quote_productsList products for a quote. API summary: Gets a list of Quote Products of a Quote.
list_quotesList quotes. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Quotes.
list_relationshipsList relationships. Optional filters: count total. Results are paginated. API summary: Gets a list of Relationships.
list_tagsList tags. Optional filters: record type or count total. Results are paginated. API summary: Gets a list of Tags used for a record type.
list_task_followsList follows for a task. API summary: Gets a Follow state for a Task.
list_task_linksList links for a task. API summary: Gets a Task's Links.
list_task_messagesList messages for a task. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Task's Comments.
list_tasksList tasks. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Tasks.
list_teamsList teams. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Teams.
list_ticket_followsList follows for a ticket. API summary: Gets a Follow state for a Ticket.
list_ticket_messagesList messages for a ticket. Optional filters: updated after utc or count total. Results are paginated. API summary: Gets a Ticket's Comments.
list_ticket_tagsList tags for a ticket. API summary: Gets a Ticket's Tags.
list_ticketsList tickets. Optional filters: brief or count total. Results are paginated. API summary: Gets a list of Tickets.
list_usersList users. Optional filters: count total. Results are paginated. API summary: Gets a list of Team Members.
list_users_get_usersList users. Optional filters: count total. Results are paginated. API summary: Gets a list of Users.
search_categoriesSearch categories by field name, field value, updated after utc, brief or count total. Use this to find existing categories before creating a new category. Results are paginated. API summary: Gets a filtered list of Forum Categories.
search_categories_searchSearch categories by field name, field value, updated after utc, brief or count total. Use this to find existing categories before creating a new category. Results are paginated. API summary: Gets a filtered list of Knowledge Article Categories.
search_community_forumsSearch community forums by field name, field value, updated after utc, brief or count total. Use this to find existing community forums before creating a new community forum. Results are paginated. API summary: Gets a filtered list of Forums.
search_companies_by_tagSearch companies by tag name, brief or count total. Use this to find existing companies before creating a new company. Results are paginated. API summary: Gets a list of Organisations filtered by tags.
search_contactsSearch contacts by one field: field_name (e.g. EMAIL_ADDRESS, FIRST_NAME, LAST_NAME) and field_value, or updated_after_utc; with limit and offset.
search_contacts_by_tagSearch contacts by tag name, brief or count total. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: Gets a list of Contacts filtered by tags.
search_deals_by_tagSearch deals by tag name, brief or count total. Use this to find existing deals before creating a new deal. Results are paginated. API summary: Gets a list of Opportunities filtered by tags.
search_document_templatesSearch document templates by field name, field value, updated after utc, brief or count total. Use this to find existing document templates before creating a new document template. Results are paginated. API summary: Gets a filtered list of Document Templates.
search_eventsSearch calendar events by one field: field_name (e.g. TITLE, START_DATE_UTC) and field_value, or updated_after_utc.
search_knowledge_article_foldersSearch knowledge article folders by field name, field value, updated after utc, brief or count total. Use this to find existing knowledge article folders before creating a new knowledge article folder. Results are paginated. API summary: Gets a filtered list of Knowledge Article Folders.
search_leadsSearch leads by one field: field_name (e.g. EMAIL, LAST_NAME, ORGANISATION_NAME) and field_value, or updated_after_utc.
search_leads_by_tagSearch leads by tag name, brief or count total. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Gets a list of Leads filtered by tags.
search_leads_by_tag_searchSearch leads by tag name, brief or count total. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Gets a list of Prospects filtered by tags.
search_leads_searchSearch leads by field name, field value, updated after utc, brief or count total. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Gets a filtered list of Prospects.
search_messagesSearch messages by field name, field value, updated after utc, brief or count total. Use this to find existing messages before creating a new message. Results are paginated. API summary: Gets a filtered list of Forum Comments.
search_messages_by_tagSearch messages by tag name, brief or count total. Use this to find existing messages before creating a new message. Results are paginated. API summary: Gets a list of Emails filtered by tags.
search_messages_get_entities_by_searchSearch messages by field name, field value, updated after utc, brief or count total. Use this to find existing messages before creating a new message. Results are paginated. API summary: Gets a filtered list of Notes.
search_messages_searchSearch messages by field name, field value, updated after utc, brief or count total. Use this to find existing messages before creating a new message. Results are paginated. API summary: Gets a filtered list of Emails.
search_milestonesSearch milestones by field name, field value, updated after utc, brief or count total. Use this to find existing milestones before creating a new milestone. Results are paginated. API summary: Gets a filtered list of Milestones.
search_opportunitiesSearch opportunities (deals) by one field: field_name (e.g. OPPORTUNITY_NAME, OPPORTUNITY_STATE) and field_value, or updated_after_utc.
search_organisationsSearch organisations (companies) by one field: field_name (e.g. ORGANISATION_NAME) and field_value, or updated_after_utc.
search_pagesSearch pages by field name, field value, updated after utc, brief or count total. Use this to find existing pages before creating a new page. Results are paginated. API summary: Gets a filtered list of Forum Posts.
search_pages_searchSearch pages by field name, field value, updated after utc, brief or count total. Use this to find existing pages before creating a new page. Results are paginated. API summary: Gets a filtered list of Price Book Entries.
search_pricebooksSearch pricebooks by field name, field value, updated after utc, brief or count total. Use this to find existing pricebooks before creating a new pricebook. Results are paginated. API summary: Gets a filtered list of Price Books.
search_productsSearch products by field name, field value, updated after utc, brief or count total. Use this to find existing products before creating a new product. Results are paginated. API summary: Gets a filtered list of Knowledge Articles.
search_products_by_tagSearch products by tag name, brief or count total. Use this to find existing products before creating a new product. Results are paginated. API summary: Gets a list of Knowledge Articles filtered by tags.
search_products_getSearch products by field name, field value, updated after utc, brief or count total. Use this to find existing products before creating a new product. Results are paginated. API summary: Gets a filtered list of Quote Products.
search_products_get_entities_by_searchSearch products by field name, field value, updated after utc, brief or count total. Use this to find existing products before creating a new product. Results are paginated. API summary: Gets a filtered list of Products.
search_products_searchSearch products by field name, field value, updated after utc, brief or count total. Use this to find existing products before creating a new product. Results are paginated. API summary: Gets a filtered list of Opportunity Products.
search_projectsSearch projects by one field: field_name (e.g. PROJECT_NAME, STATUS) and field_value, or updated_after_utc.
search_projects_by_tagSearch projects by tag name, brief or count total. Use this to find existing projects before creating a new project. Results are paginated. API summary: Gets a list of Projects filtered by tags.
search_quotesSearch quotes by field name, field value, updated after utc, brief or count total. Use this to find existing quotes before creating a new quote. Results are paginated. API summary: Gets a filtered list of Quotes.
search_tasksSearch tasks by one field: field_name (e.g. TITLE, STATUS, DUE_DATE) and field_value, or updated_after_utc.
search_ticketsSearch tickets by field name, field value, updated after utc, brief or count total. Use this to find existing tickets before creating a new ticket. Results are paginated. API summary: Gets a filtered list of Tickets.
search_tickets_by_tagSearch tickets by tag name, brief or count total. Use this to find existing tickets before creating a new ticket. Results are paginated. API summary: Gets a list of Tickets filtered by tags.
search_usersSearch users by field name, field value, updated after utc or count total. Use this to find existing users before creating a new user. Results are paginated. API summary: Gets a filtered list of Users.
send_company_domainsVisible to othersEmail a company (organisation id). Has effects visible outside this system. API summary: Gets an Organisation's Email Domains.
send_company_domains_emailVisible to othersEmail a company (organisation id). Has effects visible outside this system. API summary: Updates an Organisation's Email Domains.
set_opportunity_stageVisible to othersMove an opportunity to another pipeline stage by opportunity_id and stage_id (see list_pipeline_stages).
set_opportunity_stateVisible to othersChange an opportunity's state (e.g. OPEN, WON, LOST, ABANDONED, SUSPENDED) by opportunity_id with for_opportunity_state, plus an optional state_reason.
start_following_a_noteChanges dataCreate a new follow for a message. API summary: Start following a Note.
start_following_a_productChanges dataCreate a new follow for a product. API summary: Start following a Product.
start_following_a_prospectChanges dataCreate a new follow for a lead. API summary: Start following a Prospect.
start_following_an_emailChanges dataCreate a new follow for a message. API summary: Start following an Email.
stop_following_a_noteMoves moneyPermanently delete a follow by note id. Financial or irreversible action; may require approval. API summary: Stop following a Note.
stop_following_a_productMoves moneyPermanently delete a follow by product id. Financial or irreversible action; may require approval. API summary: Stop following a Product.
stop_following_a_prospectMoves moneyPermanently delete a follow by prospect id. Financial or irreversible action; may require approval. API summary: Stop following a Prospect.
stop_following_an_emailMoves moneyPermanently delete a follow by email id. Financial or irreversible action; may require approval. API summary: Stop following an Email.
submit_quoteVisible to othersSync a quote (quotation id). Has effects visible outside this system. API summary: Sync Quote to an Opportunity.
submit_ticketVisible to othersMerge a ticket (ticket id). Has effects visible outside this system. API summary: Merges the Ticket into another Ticket.
update_categoriesVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Updates a File Category.
update_categories_update_entityVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Updates a Knowledge Article Category.
update_categories_update_opportunity_categoryVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Updates an Opportunity Category.
update_categories_update_project_categoryVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Updates a Project Category.
update_categories_update_task_categoryVisible to othersUpdate an existing category. Has effects visible outside this system. API summary: Updates a Task Category.
update_community_forum_pagesVisible to othersUpdate an existing page identified by community forum id. Has effects visible outside this system. API summary: Updates a Forum Post of a Forum.
update_community_forumsVisible to othersUpdate an existing community forum. Has effects visible outside this system. API summary: Updates a Forum.
update_companiesVisible to othersUpdate an existing company. Has effects visible outside this system. API summary: Updates an Organisation.
update_company_datesVisible to othersUpdate an existing date identified by organisation id. Has effects visible outside this system. API summary: Updates an Organisation's Dates.
update_company_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_company_linksVisible to othersUpdate an existing link identified by organisation id. Has effects visible outside this system. API summary: Updates a Link.
update_company_messagesVisible to othersUpdate an existing message identified by organisation id. Has effects visible outside this system. API summary: Updates a note of an Organisation.
update_company_tagsVisible to othersUpdate an existing tag identified by organisation id. Has effects visible outside this system. API summary: Updates an Organisation's Tags.
update_contact_datesVisible to othersUpdate an existing date identified by contact id. Has effects visible outside this system. API summary: Updates a Contact's Dates.
update_contact_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_contact_linksVisible to othersUpdate an existing link identified by contact id. Has effects visible outside this system. API summary: Updates a Link.
update_contact_messagesVisible to othersUpdate an existing message identified by contact id. Has effects visible outside this system. API summary: Updates a note of a Contact.
update_contact_tagsVisible to othersUpdate an existing tag identified by contact id. Has effects visible outside this system. API summary: Updates a Contact's Tags.
update_contactsVisible to othersUpdate an existing contact. Has effects visible outside this system. API summary: Updates a Contact.
update_custom_objects_recordChanges dataUpdate an existing custom objects record identified by object name. API summary: Updates a record.
update_deal_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_deal_linksVisible to othersUpdate an existing link identified by opportunity id. Has effects visible outside this system. API summary: Updates a Link.
update_deal_messagesVisible to othersUpdate an existing message identified by opportunity id. Has effects visible outside this system. API summary: Updates a note of an Opportunity.
update_deal_pipelinesVisible to othersUpdate an existing pipeline identified by opportunity id. Has effects visible outside this system. API summary: Changes current pipeline for the Opportunity.
update_deal_pricebooksVisible to othersUpdate an existing pricebook identified by opportunity id. Has effects visible outside this system. API summary: Changes current Price Book for the Opportunity.
update_deal_productsVisible to othersUpdate an existing product identified by opportunity id. Has effects visible outside this system. API summary: Updates an Opportunity Product of an Opportunity.
update_deal_tagsVisible to othersUpdate an existing tag identified by opportunity id. Has effects visible outside this system. API summary: Updates an Opportunity's Tags.
update_dealsVisible to othersUpdate an existing deal. Has effects visible outside this system. API summary: Updates an Opportunity.
update_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_eventsVisible to othersUpdate an existing event. Has effects visible outside this system. API summary: Updates an Event.
update_knowledge_article_foldersVisible to othersUpdate an existing knowledge article folder. Has effects visible outside this system. API summary: Updates a Knowledge Article Folder.
update_lead_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_lead_messagesVisible to othersUpdate an existing message identified by lead id. Has effects visible outside this system. API summary: Updates a note of a Lead.
update_lead_subscriptionsVisible to othersUpdate an existing subscription identified by prospect id. Has effects visible outside this system. API summary: Updates a Prospect's static list memberships.
update_lead_tagsVisible to othersUpdate an existing tag identified by lead id. Has effects visible outside this system. API summary: Updates a Lead's Tags.
update_lead_tags_update_tagsVisible to othersUpdate an existing tag identified by prospect id. Has effects visible outside this system. API summary: Updates a Prospect's Tags.
update_leadsVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Updates a Lead.
update_leads_update_entityVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Updates a Prospect.
update_leads_update_lead_sourceVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Updates a Lead Source.
update_leads_update_lead_statusVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Updates a Lead Status.
update_message_tagsVisible to othersUpdate an existing tag identified by email id. Has effects visible outside this system. API summary: Updates an Email's Tags.
update_messagesVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Updates a Comment.
update_messages_putVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Updates a Note.
update_messages_update_child_entityVisible to othersUpdate an existing message identified by note id. Has effects visible outside this system. API summary: Updates a Comment of a Note.
update_messages_update_entityVisible to othersUpdate an existing message. Has effects visible outside this system. API summary: Updates a Forum Comment.
update_page_messagesVisible to othersUpdate an existing message identified by community post id. Has effects visible outside this system. API summary: Updates a Forum Comment of a Forum Post.
update_pagesVisible to othersUpdate an existing page. Has effects visible outside this system. API summary: Updates a Forum Post.
update_pricebook_pagesVisible to othersUpdate an existing page identified by pricebook id. Has effects visible outside this system. API summary: Updates a Price Book Entry of a Price Book.
update_pricebooksVisible to othersUpdate an existing pricebook. Has effects visible outside this system. API summary: Updates a Price Book.
update_product_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_product_pagesVisible to othersUpdate an existing page identified by product id. Has effects visible outside this system. API summary: Updates a Price Book Entry of a Product.
update_product_tagsVisible to othersUpdate an existing tag identified by knowledge article id. Has effects visible outside this system. API summary: Updates a Knowledge Article's Tags.
update_product_translationChanges dataUpdate an existing translation identified by language. API summary: Updates a Knowledge Article's translation in a specific language.
update_productsVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Updates a Knowledge Article.
update_products_update_entityVisible to othersUpdate an existing product. Has effects visible outside this system. API summary: Updates a Product.
update_project_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_project_linksVisible to othersUpdate an existing link identified by project id. Has effects visible outside this system. API summary: Updates a Link.
update_project_messagesVisible to othersUpdate an existing message identified by project id. Has effects visible outside this system. API summary: Updates a note of a Project.
update_project_milestonesVisible to othersUpdate an existing milestone identified by project id. Has effects visible outside this system. API summary: Updates a Milestone.
update_project_pipeline_stagesVisible to othersUpdate an existing pipeline stage identified by project id. Has effects visible outside this system. API summary: Changes current pipeline stage for the Project.
update_project_pipelinesVisible to othersUpdate an existing pipeline identified by project id. Has effects visible outside this system. API summary: Changes current pipeline for the Project.
update_project_tagsVisible to othersUpdate an existing tag identified by project id. Has effects visible outside this system. API summary: Updates a Project's Tags.
update_projectsVisible to othersUpdate an existing project. Has effects visible outside this system. API summary: Updates a Project.
update_quote_documentChanges dataUpdate an existing document identified by document template id. API summary: Generates a new Merge Document.
update_quote_productsVisible to othersUpdate an existing product identified by quotation id. Has effects visible outside this system. API summary: Updates a Quote Product of a Quote.
update_quotesVisible to othersUpdate an existing quote. Has effects visible outside this system. API summary: Updates a Quote.
update_tasksVisible to othersUpdate an existing task. Has effects visible outside this system. API summary: Updates a Task.
update_teamsVisible to othersUpdate an existing team. Has effects visible outside this system. API summary: Updates a Team.
update_ticket_tagsVisible to othersUpdate an existing tag identified by ticket id. Has effects visible outside this system. API summary: Updates a Ticket's Tags.
update_ticketsVisible to othersUpdate an existing ticket. Has effects visible outside this system. API summary: Updates a Ticket.
update_translationChanges dataUpdate an existing translation identified by language. API summary: Updates a record's translation in a specific language.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Insightly from the app list.
2
Paste your key
Enter your Insightly pod and paste your API key, and leave the password empty. In Insightly, click your profile picture › User Settings. In the API section, copy your API key and note the API URL shown under it (for example https://api.na1.insightly.com/v3.1). The pod is the part after api., such as na1.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Insightly?

The AI can search and read contacts, organisations, leads, opportunities, projects, tasks and events, plus pipelines, pipeline stages, lead sources and lead statuses. It can create contacts, organisations, leads, opportunities, tasks and events, add notes to contacts, leads and opportunities, and change an opportunity's stage or state.

Does the AI see my Insightly API key?

No. Your Insightly API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with searches only. Moving an opportunity to another stage or marking it won or lost changes your pipeline figures, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Insightly account.

What is the Insightly pod?

Insightly hosts accounts on different pods, and the pod is part of your API address. You find it in User Settings under the API section, in a URL like https://api.na1.insightly.com/v3.1. In that example the pod is na1, and that is what you enter in HeyMyApps.