Available Insightly APIs

Naga Sri Hari Gonaboyina

Updated April 17, 2025 10:46

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

Note

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