Available Insightly APIs

Naga Sri Hari Gonaboyina

Updated November 20, 2024 19:07

When you configure an export, import, or other type of flow step using the prebuilt Insightly connector, you can select any of the API operations listed below*, organized by API type.

Note

If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Insightly API documentation. *You can also create a composite endpoint for this application in HTTP mode.

Resource	API endpoint	Export	Import
Activity Sets	Gets a list of Activity Sets	X
Activity Sets	Gets a single Activity Set	X
Comments	Updates a Comment		X
Comments	Deletes a Comment		X
Contacts	Gets a list of Contacts	X
	Gets a Contact	X
	Gets a Contact's Events	X
	Gets a Contact's Notes	X
	Gets a filtered list of Contacts	X
	Gets a Contact's Tags	X
	Gets a list of Contacts filtered by tags	X
	Adds a Contact		X
	Adds an Activity Set to a Contact		X
	Start following a Contact		X
	Adds a Link		X
	Adds a Note to a Contact		X
	Adds a Note to a Contact		X
	Updates a Contact		X
	Updates a Link		X
	Deletes a Contact		X
	Stop following a Contact		X
	Deletes a Note of a Contact		X
	Updates a Note of Contact		X
	Deletes a Link		X
Countries	Gets a list of Countries used by Insightly	X
Currencies	Gets a list of Currencies used by Insightly	X
Custom Fields	Gets a list of Custom Fields	X
Emails	Gets a list of Emails	X
	Gets an Email	X
	Gets an Email's Comments	X
	Gets a filtered list of Emails	X
	Adds a Comment to an Email		X
	Start following an Email		X
	Adds a Link		X
	Deletes an Email		X
	Stop following an Email		X
	Deletes a Link		X
	Deletes a Tag from an Email		X
Events	Gets a list of Events	X
	Gets an Event	X
	Gets a filtered list of Events	X
	Adds an Event		X
	Adds a Link		X
	Updates an Event		X
	Deletes an Event		X
	Deletes a Link		X
File Categories	Gets a list of File Categories [v2.2]	X
	Gets a File Category	X
	Adds a File Category		X
	Updates a File Category		X
	Deactivates a File Category		X
Follows	Gets a list of followed records for the user	X
Instance	Gets the Instance	X
Lead Sources	Gets a list of Lead Sources	X
	Adds a Lead Source		X
	Updates a Lead Source		X
	Deletes a Lead Source		X
Lead Statuses	Gets a list of Lead Statuses	X
	Adds a Lead Status		X
	Updates a Lead Status		X
	Deletes a Lead Status		X
Leads	Gets a list of Leads	X
	Gets a Lead	X
	Gets a Lead's Events	X
	Gets the email address to use for linking with the Lead	X
	Gets a Lead's Links	X
	Gets a list of Notes of a Lead	X
	Gets a Lead's Notes	X
	Gets a list of a Lead's Tasks	X
	Gets a filtered list of Leads	X
	Adds a Lead		X
	Adds an Activity Set to a Lead		X
	Start following a Lead		X
	Adds a Link		X
	Adds a Note to a Lead		X
	Adds a Note to a Lead		X
	Updates a Lead		X
	Updates a Link		X
	Updates a Note of a Lead		X
	Updates a note of a Lead		X
	Deletes a Lead		X
	Deletes a Lead's Image		X
	Stop following a Lead		X
	Deletes a Link		X
	Deletes a Note of a Lead		X
	Deletes a Tag from a Lead		X
Milestones	Gets a list of Milestones	X
	Gets a Milestone	X
	Gets a filtered list of Milestones	X
Notes	Gets a list of Notes	X
	Gets a Note	X
	Gets a list of Comments of a Note	X
	Gets a Note's Comments	X
	Gets a filtered list of Notes	X
	Adds a Comment to a Note		X
	Start following a Note		X
	Adds a Link		X
	Updates a Note		X
	Updates a Comment of a Note		X
	Deletes a Note		X
	Deletes a Comment of a Note		X
	Stop following a Note		X
	Deletes a Link		X
Opportunities	Gets a list of Opportunities [v2.2]	X
	Gets an Opportunity [v2.2]	X
	Gets a list of an Opportunity's Emails	X
	Gets an Opportunity's Events	X
	Gets the email address to use for linking with the Opportunity	X
	Gets an Opportunity's Links	X
	Gets a list of Notes of an Opportunity	X
	Gets an Opportunity's Notes [v2.2]	X
	Gets a list of Opportunity Products of an Opportunity	X
	Gets a list of an Opportunity's Tasks	X
	Gets a filtered list of Opportunities	X
	Adds an Opportunity		X
	Adds an Activity Set to an Opportunity		X
	Start following an Opportunity		X
	Adds a Link		X
	Adds a Note to an Opportunity		X
	Adds a Note to an Opportunity		X
	Adds an Opportunity Product to an Opportunity		X
	Updates an Opportunity		X
	Updates a Link		X
	Updates a Note of an Opportunity		X
	Updates a note of an Opportunity		X
	Updates an Opportunity Product of an Opportunity		X
	Changes current pipeline for the Opportunity		X
	Changes current pipeline stage for the Opportunity		X
	Changes current Price Book for the Opportunity		X
	Deletes an Opportunity		X
	Stop following an Opportunity		X
	Deletes a Link		X
	Deletes a Note of an Opportunity		X
	Deletes an Opportunity Product of an Opportunity		X
	Clears pipeline for the Opportunity		X
	Deletes a Tag from an Opportunity		X
Opportunity Categories	Gets a list of Opportunity Categories	X
	Gets an Opportunity Category	X
	Adds an Opportunity Category		X
	Updates an Opportunity Category		X
	Deactivates an Opportunity Category		X
Opportunity Products	Gets a list of Opportunity Products	X
	Gets an Opportunity Product	X
	Gets a filtered list of Opportunity Products	X
Opportunity State Reasons	Gets a list of Opportunity State Reasons	X
Organisations	Gets a list of Organisations	X
	Gets an Organisation	X
	Gets an Organisation's Events	X
	Gets a list of Notes of an Organisation	X
	Gets an Organisation's Notes	X
	Gets a list of an Organisation's Tasks	X
	Gets a filtered list of Organisations	X
	Adds an Organisation		X
	Adds an Activity Set to an Organisation		X
	Start following an Organisation		X
	Adds a Link		X
	Adds a Note to an Organisation		X
	Adds a Note to an Organisation		X
	Updates an Organisation		X
	Updates a Link		X
	Updates a Note of an Organisation		X
	Updates a note of an Organisation		X
	Deletes an Organisation		X
	Stop following an Organisation		X
	Deletes a Link		X
	Deletes a Note of an Organisation		X
Permissions	Gets the Permissions for a User	X
Pipeline Stages	Gets a list of Pipeline Stages	X
Pipeline Stages	Gets a Pipeline Stage	X
Pipelines	Gets a list of Pipelines	X
Pipelines	Gets a Pipeline	X
Price Book Entries	Gets a list of Price Book Entries	X
	Gets a Price Book Entry	X
	Gets a filtered list of Price Book Entries	X
Price Books	Gets a list of Price Books	X
	Gets a Price Book	X
	Gets a list of Price Book Entries of a Price Book	X
	Gets a filtered list of Price Books	X
	Adds a Price Book		X
	Updates a Price Book		X
	Stop following a Price Book		X
	Deletes a Price Book Entry of a Price Book		X
Products	Gets a list of Products	X
	Gets a Product	X
	Gets a filtered list of Products	X
	Adds a Product		X
	Start following a Product		X
	Adds a Price Book Entry to a Product		X
	Updates a Product		X
	Updates a Price Book Entry of a Product		X
	Deletes a Product		X
	Stop following a Product		X
Proiects	Gets a list of Projects	X
	Gets a Project	X
	Gets a list of a Project's Emails	X
	Gets a Project's Events	X
	Gets the email address to use for linking with the Project	X
	Gets a Project's Links	X
	Gets a list of a Project's Milestones	X
	Gets a list of Notes of a Project	X
	Gets a Project's Notes	X
	Gets a list of a Project's Tasks	X
	Gets a filtered list of Projects	X
	Adds a Project		X
	Start following a Project		X
	Adds a Link		X
	Adds a Milestone		X
	Adds a Note to a Project		X
	Adds a Note to a Project		X
	Adds a Tag to a Project		X
	Updates a Project		X
	Updates a Link		X
	Updates a Milestone		X
	Updates a Note of a Project		X
	Updates a note of a Project		X
	Changes current pipeline for the Project		X
	Changes current pipeline stage for the Project		X
	Deletes a Project		X
	Stop following a Project		X
	Deletes a Link		X
	Deletes a Milestone		X
	Deletes a Note of a Project		X
	Clears pipeline for the Project		X
Project Categories	Gets a list of Project Categories	X
	Gets a Project Category	X
	Adds a Project Category		X
	Updates a Project Category		X
	Deactivates a Project Category		X
Prospects	Gets a list of Prospects	X
	Gets a Prospect	X
	Gets a filtered list of Prospects	X
	Adds a Prospect		X
	Updates a Prospect		X
	Deletes a Prospect		X
Quote Products	Gets a list of Quote Products	X
	Gets a Quote Product	X
	Gets a filtered list of Quote Products	X
Quotes	Gets a list of Quotes	X
	Gets a Quote	X
	Gets a Follow state for a Quote	X
	Gets a list of Quote Documents of a Quote	X
	Gets a list of Quote Products of a Quote	X
	Gets a filtered list of Quotes	X
	Adds a Quote		X
	Adds a Quote Product to a Quote		X
	Updates a Quote		X
	Updates a Quote Product of a Quote		X
	Deletes a Quote		X
	Deletes a Quote Document of a Quote		X
	Deletes a Quote Product of a Quote		X
Relationships	Gets a list of Relationships	X
Tags	Gets a list of Tags used for a record type	X
Task Categories	Gets a list of Task Categories	X
	Gets a Task Category	X
	Adds a Task Category		X
	Updates a Task Category		X
	Deactivates a Task Category		X
Tasks	Gets a list of Tasks	X
	Gets a Task	X
	Gets a list of Comments of a Task	X
	Gets a Task's Comments	X
	Gets a Follow state for a Task	X
	Gets a Task's Links	X
	Gets a filtered list of Tasks	X
	Adds a Task		X
	Adds a Comment to a Task		X
	Adds a Comment to a Task		X
	Start following a Task		X
	Adds a Link		X
	Updates a Task		X
	Updates a Comment of a Task		X
	Deletes a Task		X
	Deletes a Comment of a Task		X
	Stop following a Task		X
	Deletes a Link		X
Team Members	Gets a list of Team Members	X
	Gets a Team Member	X
	Adds a new Team Member		X
	Deletes a Team Member		X
Teams	Gets a list of Teams.	X
	Gets a Team	X
	Adds a Team		X
	Adds a Team Member		X
	Updates a Team		X
	Deletes a Team		X
	Deletes a Team Member		X
Tickets	Gets a list of Tickets	X
	Gets a Ticket	X
	Gets a Ticket's Comments	X
	Gets a filtered list of Tickets	X
	Adds a Ticket		X
	Adds a Comment to a Ticket		X
	Start following a Ticket		X
	Merges the Ticket into another Ticket		X
	Updates a Ticket		X
	Deletes a Ticket		X
	Stop following a Ticket		X
Users	Gets a list of Users	X
	Gets a User	X
	Gets the User object for the calling user.	X
	Gets a filtered list of Users	X