Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.
Optionally, configure receiving Events for Insightly into StackOne.
Connector Profile · API Key
Uses HTTP Basic auth with the personal API key as the username and an empty password. The pod (e.g. na1, eu1) is part of…
Webhooks setup
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
Link Account · API Key
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Actions
74 actions
Action
Description
Get Contacts
Returns a paginated list of contacts.
Get Contacts (Filtered)
Searches contacts by a single field name and value.
Get Contact
Returns full details of a single contact by RECORD_ID.
Add Contact
Creates a new contact in Insightly.
Update Contact
Updates an existing contact. CONTACT_ID in body identifies which contact.
Delete Contact
Permanently deletes a contact by RECORD_ID.
Get Countries
Returns the static list of countries used by Insightly addresses.
Get Currencies
Returns the static list of currencies supported by Insightly.
Get Custom Fields
Returns the custom-field metadata defined on the tenant for one object type, including each field’s FIELD_NAME.
Get Emails
Returns a paginated list of email records, including each EMAIL_ID.
Get Events
Returns a paginated list of calendar events. Use top/skip for offset pagination, brief for lightweight payloads, and upd…
Get Event
Returns full details of a single calendar event by EVENT_ID.
Add Event
Creates a new calendar event in Insightly. START_DATE_UTC and END_DATE_UTC are required.
Update Event
Updates an existing calendar event. EVENT_ID is sent in the body and identifies the record to update.
Delete Event
Deletes a calendar event by EVENT_ID. Returns 202 Accepted on success.
Get Lead Sources
Returns all lead source definitions configured in the Insightly tenant.
Add Lead Source
Creates a new lead source definition in the Insightly tenant.
Get Lead Statuses
Returns all lead status definitions configured in the Insightly tenant.
Add Lead Status
Creates a new lead status definition in the Insightly tenant.
Get Leads
Returns a paginated list of leads.
Get Leads (Filtered)
Searches leads by a single field name and value.
Get Lead
Returns full details of a single lead by RECORD_ID.
Add Lead
Creates a new lead in Insightly. LAST_NAME, LEAD_STATUS_ID, and LEAD_SOURCE_ID are required.
Update Lead
Updates an existing lead. LEAD_ID in body identifies which lead.
Delete Lead
Permanently deletes a lead by RECORD_ID.
Get Milestones
Returns project milestones, each with its MILESTONE_ID.
Get Notes
Returns a paginated list of notes. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after…
Get Note
Returns full details of a single note by NOTE_ID.
Add Note
Creates a new note in Insightly, attached to a parent record (Contact, Lead, Opportunity, Organisation, or Project).
Update Note
Updates an existing note. NOTE_ID is sent in the body and identifies the record to update.
Delete Note
Deletes a note by NOTE_ID. Returns 202 Accepted on success.
Get Opportunities
Returns a paginated list of opportunities.
Get Opportunities (Filtered)
Searches opportunities by a single field name and value.
Get Opportunity
Returns full details of a single opportunity by RECORD_ID.
Add Opportunity
Creates a new opportunity in Insightly.
Update Opportunity
Updates an existing opportunity. OPPORTUNITY_ID in body identifies which opportunity.
Delete Opportunity
Permanently deletes an opportunity by RECORD_ID.
Get Opportunity Categories
Returns the opportunity categories configured in the tenant, each with its CATEGORY_ID.
Get Organisations
Returns a paginated list of organisations.
Get Organisations (Filtered)
Searches organisations by a single field name and value.
Get Organisation
Returns full details of a single organisation by RECORD_ID.
Add Organisation
Creates a new organisation in Insightly.
Update Organisation
Updates an existing organisation. ORGANISATION_ID in body identifies which organisation.
Delete Organisation
Permanently deletes an organisation by RECORD_ID.
Get Pipeline Stages
Returns a paginated list of pipeline stages.
Get Pipeline Stage
Returns full details of a pipeline stage by STAGE_ID.
Get Pipelines
Returns a paginated list of pipelines.
Get Pipeline
Returns full details of a pipeline by PIPELINE_ID.
Get Products
Use this for unfiltered browsing of products. For exact-match filtering by a specific field value, use get_products_filt…
Get Products (Filtered)
Search products by a specific field name and value with offset pagination.
Get Product
Returns full details of a single product by PRODUCT_ID.
Add Product
Creates a new product in Insightly. PRODUCT_NAME, DEFAULT_PRICE, and ACTIVE are required; provide other fields as needed…
Update Product
Updates an existing product. PRODUCT_ID in body identifies which product.
Delete Product
Permanently deletes a product by PRODUCT_ID.
Get Projects
Returns a paginated list of projects. Use top/skip for offset pagination, brief for lightweight payloads, and updated_af…
Get Projects (Filtered)
Search projects by a specific field name and value with offset pagination.
Get Project
Returns full details of a single project by PROJECT_ID.
Add Project
Creates a new project in Insightly. PROJECT_NAME and STATUS are required; provide other fields as needed.
Update Project
Updates an existing project. PROJECT_ID is sent in the body and identifies the record to update.
Delete Project
Deletes a project by PROJECT_ID. Returns 202 Accepted on success.
Get Project Categories
Returns the project categories configured in the tenant, each with its CATEGORY_ID.
Get Tags
Returns the tags attached to one specific Insightly record. Insightly also exposes an account-wide GET /Tags listing, wh…
Get Tasks
Returns a paginated list of tasks. Use top/skip for offset pagination, brief for lightweight payloads, and updated_after…
Get Tasks (Filtered)
Search tasks by a specific field name and value with offset pagination.
Get Task
Returns full details of a single task by TASK_ID.
Add Task
Creates a new task in Insightly. TITLE, COMPLETED, and OWNER_USER_ID are required; provide other fields as needed.
Update Task
Updates an existing task. TASK_ID is sent in the body and identifies the record to update.
Delete Task
Deletes a task by TASK_ID. Returns 202 Accepted on success.
Get Task Categories
Returns the task categories configured in the tenant, each with its CATEGORY_ID.
Get Teams
Returns a paginated list of teams, including each team’s TEAM_ID.
Add Team
Creates a team and returns its server-minted TEAM_ID.
Get Users
Returns a paginated list of users in the Insightly instance.
Get User
Returns full details of a user by USER_ID.
Get Current User
Returns the authenticated user’s record.
Events
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2 events
Event
Description
Tags
Active Check
Responds to a manual connectivity test when the webhook URL is called with
?event=ping or with no request body. Insigh…Health Check
Insightly Webhook
Processes inbound Insightly Workflow Automation webhook events.
Webhooks