Insightly (Preview)
Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly's tightly integrated CRM & project management features to close new business, track post sale customer interactions & drive repeat purchases.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Standard | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Standard | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Microsoft |
URL | Microsoft LogicApps Support Microsoft Power Automate Support Microsoft Power Apps Support |
Connector Metadata | |
---|---|
Publisher | Microsoft |
Website | https://www.insightly.com/ |
Privacy policy | https://www.insightly.com/privacy-policy/ |
Known Issues and Limitations
The following are some known limitations of Insightly connector
- As per the Insightly API documentation, Insightly API returns maximum 500 records(contacts/events/projects/tasks). So all triggers/actions except 'List projects' will not work, if record count is more than 500.
- Pagination was implemented on 'List projects', so it will return all projects.
Creating a connection
The connector supports the following authentication types:
Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Name | Type | Description | Required |
---|---|---|---|
Insightly API Key | securestring | Insightly API Key | True |
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 30 | 60 seconds |
Frequency of trigger polls | 1 | 300 seconds |
Actions
Add contact |
Add contact |
Add lead |
Add lead |
Add organization |
Add organization |
Add project |
Add project |
Add task |
Add task |
Delete contact |
Delete contact |
Delete lead |
Delete lead |
Delete project |
Delete project |
Delete task |
Delete task |
Follow a task |
Follow a task |
List contacts |
List contacts |
List leads |
List leads |
List projects |
List projects |
List tasks |
List tasks |
List users |
List users |
Update contact |
Update contact |
Update lead |
Update lead |
Update project |
Update project |
Update task |
Update task |
Add contact
Add contact
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Salutation
|
SALUTATION | string |
The salutation of the contact. |
|
First Name
|
FIRST_NAME | True | string |
First name of the contact. |
Last Name
|
LAST_NAME | True | string |
Last name of the lead. |
Background
|
BACKGROUND | string |
Background |
|
Contact Visibility
|
VISIBLE_TO | string |
Contact Visibility |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Contact info Id
|
CONTACT_INFO_ID | integer |
The unique identifier of the contact info. |
|
Type
|
TYPE | string |
Contact info type. |
|
SubType
|
SUBTYPE | string |
Contact info sub-type. |
|
Label
|
LABEL | string |
Contact info label. |
|
Detail
|
DETAIL | string |
Contact info detail. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Contact Object
- Body
- Contact
Add lead
Add lead
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Title
|
TITLE | string |
The title of the lead. |
|
First Name
|
FIRST_NAME | string |
First name of the lead. |
|
Last Name
|
LAST_NAME | True | string |
Last name of the lead. |
Lead Description
|
LEAD_DESCRIPTION | string |
A brief description of the lead. |
|
Converted Date-Time
|
CONVERTED_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
|
Lead Visibility
|
VISIBLE_TO | string |
Lead Visibility |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Organization Name
|
ORGANIZATION_NAME | string |
The name of the organization. |
|
Phone Number
|
PHONE_NUMBER | string |
Lead phone number. |
|
Mobile Phone Number
|
MOBILE_PHONE_NUMBER | string |
Lead mobile phone number. |
|
Email Address
|
EMAIL_ADDRESS | string |
Lead email address. |
|
Is Converted
|
CONVERTED | boolean |
A boolean value determining whether or not the lead is converted. |
|
Website URL
|
WEBSITE_URL | string |
Lead website URL |
|
Lead Owner
|
OWNER_USER_ID | integer |
The unique identifier of the lead owner. |
|
Lead Responsible
|
RESPONSIBLE_USER_ID | integer |
The unique identifier of the responsible user. |
|
Lead Employee Count
|
EMPLOYEE_COUNT | integer |
The employee count of the lead. |
|
Lead Rating
|
LEAD_RATING | integer |
The rating of the lead. |
|
Industry
|
INDUSTRY | string |
The industry of the lead. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Lead Object
- Body
- Lead
Add organization
Add organization
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization Name
|
ORGANISATION_NAME | True | string |
The name of the organization. |
Organization Background
|
ORGANISATION_BACKGROUND | string |
The background of the organization. |
|
Organization Visibility
|
VISIBLE_TO | string |
Organization visibility. |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Address Id
|
ADDRESS_ID | integer |
The unique identifier of the address. |
|
Address Type
|
ADDRESS_TYPE | string |
Address type. |
|
Address Street
|
STREET | string |
Address street. |
|
Address City
|
CITY | string |
Address city. |
|
Address State
|
STATE | string |
Address state. |
|
Address Postcode
|
POSTCODE | string |
Address postcode. |
|
Address Country
|
COUNTRY | string |
Address country. |
|
Contact info Id
|
CONTACT_INFO_ID | integer |
The unique identifier of the contact info. |
|
Type
|
TYPE | string |
Contact info type. |
|
SubType
|
SUBTYPE | string |
Contact info sub-type. |
|
Label
|
LABEL | string |
Contact info label. |
|
Detail
|
DETAIL | string |
Contact info detail. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Organization Object
- Body
- Organization
Add project
Add project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Project Name
|
PROJECT_NAME | True | string |
The name of the project. |
Project Details
|
PROJECT_DETAILS | string |
The details of the project. |
|
Project Status
|
STATUS | True | string |
The status of the project. |
Image URL
|
IMAGE_URL | string |
The image URL of the project. |
|
Project Visibility
|
VISIBLE_TO | string |
Project Visibility. |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Opportunity Id
|
OPPORTUNITY_ID | integer |
The unique identifier of the opportunity. |
|
Pipeline Id
|
PIPELINE_ID | integer |
The unique identifier of the pipeline. |
|
Stage Id
|
STAGE_ID | integer |
The unique identifier of the stage. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Project Object
- Body
- Project
Add task
Add task
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Task Title
|
TITLE | True | string |
The title of the task. |
Due Date-Time
|
DUE_DATE | string |
yyyy-MM-dd HH:mm:ss |
|
Is Completed
|
COMPLETED | True | boolean |
A boolean value determining whether or not the task is completed. |
Task Details
|
DETAILS | string |
The details of the task. |
|
Task Status
|
STATUS | True | string |
The status of the task. |
Task Priority
|
PRIORITY | integer |
The priority of the task. |
|
Is Task Visible
|
PUBLICLY_VISIBLE | True | boolean |
A boolean value determining whether or not the task is publicly visible. |
Returns
An Insightly Task Object
- Body
- Task
Delete contact
Delete contact
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Contact Id
|
contactId | True | integer |
Contact Id |
Returns
- response
- object
Delete lead
Delete lead
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Lead Id
|
leadId | True | integer |
Lead Id |
Returns
- response
- object
Delete project
Delete project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Project Id
|
projectId | True | integer |
Project Id |
Returns
- response
- object
Delete task
Delete task
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Task Id
|
taskId | True | integer |
Task Id |
Returns
- response
- object
Follow a task
Follow a task
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Task Id
|
taskId | True | integer |
Task Id |
Returns
- response
- object
List contacts
List leads
List projects
List tasks
List users
Update contact
Update contact
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Contact Id
|
id | True | string |
Unique Id of the contact to update |
Salutation
|
SALUTATION | string |
The salutation of the contact. |
|
First Name
|
FIRST_NAME | True | string |
First name of the contact. |
Last Name
|
LAST_NAME | True | string |
Last name of the lead. |
Background
|
BACKGROUND | string |
Background |
|
Contact Visibility
|
VISIBLE_TO | string |
Contact Visibility |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Contact info Id
|
CONTACT_INFO_ID | integer |
The unique identifier of the contact info. |
|
Type
|
TYPE | string |
Contact info type. |
|
SubType
|
SUBTYPE | string |
Contact info sub-type. |
|
Label
|
LABEL | string |
Contact info label. |
|
Detail
|
DETAIL | string |
Contact info detail. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Contact Object
- Body
- Contact
Update lead
Update lead
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Lead Id
|
id | True | string |
Unique Id of the lead to update |
Title
|
TITLE | string |
The title of the lead. |
|
First Name
|
FIRST_NAME | string |
First name of the lead. |
|
Last Name
|
LAST_NAME | True | string |
Last name of the lead. |
Lead Description
|
LEAD_DESCRIPTION | string |
A brief description of the lead. |
|
Converted Date-Time
|
CONVERTED_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
|
Lead Visibility
|
VISIBLE_TO | string |
Lead Visibility |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Organization Name
|
ORGANIZATION_NAME | string |
The name of the organization. |
|
Phone Number
|
PHONE_NUMBER | string |
Lead phone number. |
|
Mobile Phone Number
|
MOBILE_PHONE_NUMBER | string |
Lead mobile phone number. |
|
Email Address
|
EMAIL_ADDRESS | string |
Lead email address. |
|
Is Converted
|
CONVERTED | boolean |
A boolean value determining whether or not the lead is converted. |
|
Website URL
|
WEBSITE_URL | string |
Lead website URL |
|
Lead Owner
|
OWNER_USER_ID | integer |
The unique identifier of the lead owner. |
|
Lead Responsible
|
RESPONSIBLE_USER_ID | integer |
The unique identifier of the responsible user. |
|
Lead Employee Count
|
EMPLOYEE_COUNT | integer |
The employee count of the lead. |
|
Lead Rating
|
LEAD_RATING | integer |
The rating of the lead. |
|
Industry
|
INDUSTRY | string |
The industry of the lead. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Lead Object
- Body
- Lead
Update project
Update project
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Project Id
|
id | True | string |
Unique Id of the project to update |
Project Name
|
PROJECT_NAME | True | string |
The name of the project. |
Project Details
|
PROJECT_DETAILS | string |
The details of the project. |
|
Project Status
|
STATUS | True | string |
The status of the project. |
Image URL
|
IMAGE_URL | string |
The image URL of the project. |
|
Project Visibility
|
VISIBLE_TO | string |
Project Visibility. |
|
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
Visible Team Id (Required when team visibility state is selected) |
|
Visible User IDs
|
VISIBLE_USER_IDS | integer |
Visible User IDs (Required when individuals visibility state is selected) |
|
Opportunity Id
|
OPPORTUNITY_ID | integer |
The unique identifier of the opportunity. |
|
Pipeline Id
|
PIPELINE_ID | integer |
The unique identifier of the pipeline. |
|
Stage Id
|
STAGE_ID | integer |
The unique identifier of the stage. |
|
Tag Name
|
TAG_NAME | string |
The name of the tag. |
Returns
An Insightly Project Object
- Body
- Project
Update task
Update task
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Task Id
|
id | True | string |
Unique Id of the task to update. |
Task Title
|
TITLE | True | string |
The title of the task. |
Due Date-Time
|
DUE_DATE | string |
yyyy-MM-dd HH:mm:ss |
|
Is Completed
|
COMPLETED | True | boolean |
A boolean value determining whether or not the task is completed. |
Task Details
|
DETAILS | string |
The details of the task. |
|
Task Status
|
STATUS | True | string |
The status of the task. |
Task Priority
|
PRIORITY | integer |
The priority of the task. |
|
Is Task Visible
|
PUBLICLY_VISIBLE | True | boolean |
A boolean value determining whether or not the task is publicly visible. |
Returns
An Insightly Task Object
- Body
- Task
Triggers
When a contact is created |
Triggers a new flow when a new contact is created |
When a contact is updated |
Triggers a new flow when a contact is updated |
When a lead is created |
Triggers a new flow when a new lead is created |
When a lead is updated |
Triggers a new flow when a lead is updated |
When a project is created |
Triggers a new flow when a new project is created |
When a project is updated |
Triggers a new flow when a project is updated |
When a task is assigned to me |
Triggers a new flow when a task is assigned to me |
When a task is created |
Triggers a new flow when a new task is created |
When a task is updated |
Triggers a new flow when a task is updated |
When an event is created |
Triggers a new flow when a new event is created |
When an event is updated |
Triggers a new flow when an event is updated |
When a contact is created
Triggers a new flow when a new contact is created
Returns
A Insightly contact response object
- Body
- ListContactsResponse
When a contact is updated
Triggers a new flow when a contact is updated
Returns
A Insightly contact response object
- Body
- ListContactsResponse
When a lead is created
When a lead is updated
When a project is created
Triggers a new flow when a new project is created
Returns
A Insightly Project response object
- Body
- ListProjectsResponse
When a project is updated
Triggers a new flow when a project is updated
Returns
A Insightly Project response object
- Body
- ListProjectsResponse
When a task is assigned to me
Triggers a new flow when a task is assigned to me
Returns
An Insightly Tasks response object.
- Body
- ListTasksResponse
When a task is created
Triggers a new flow when a new task is created
Returns
An Insightly Tasks response object.
- Body
- ListTasksResponse
When a task is updated
Triggers a new flow when a task is updated
Returns
An Insightly Tasks response object.
- Body
- ListTasksResponse
When an event is created
Triggers a new flow when a new event is created
Returns
A Insightly Event response object
- Body
- ListEventsResponse
When an event is updated
Triggers a new flow when an event is updated
Returns
A Insightly Event response object
- Body
- ListEventsResponse
Definitions
ListTasksResponse
An Insightly Tasks response object.
Name | Path | Type | Description |
---|---|---|---|
Tasks
|
tasks | array of Task |
A collection of tasks |
Task
An Insightly Task Object
Name | Path | Type | Description |
---|---|---|---|
Task Id
|
TASK_ID | integer |
The unique identifier of the task. |
Task Title
|
TITLE | string |
The title of the task. |
Due Date-Time
|
DUE_DATE | string |
yyyy-MM-dd HH:mm:ss |
Category Id
|
CATEGORY_ID | integer |
The unique identifier of the category. |
Completed Date-Time
|
COMPLETED_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
Is Completed
|
COMPLETED | boolean |
A boolean value determining whether or not the task is completed. |
Task Details
|
DETAILS | string |
The details of the task. |
Task Status
|
STATUS | string |
The status of the task. |
Task Priority
|
PRIORITY | integer |
The priority of the task. |
Start Date-Time
|
START_DATE | string |
yyyy-MM-dd HH:mm:ss |
Project Id
|
PROJECT_ID | integer |
The unique identifier of the project. |
Opportunity Id
|
OPPORTUNITY_ID | integer |
The unique identifier of the opportunity. |
Milestone Id
|
MILESTONE_ID | integer |
The unique identifier of the milestone. |
Pipeline Id
|
PIPELINE_ID | integer |
The unique identifier of the pipeline. |
Stage Id
|
STAGE_ID | integer |
The unique identifier of the stage. |
Percentage Complete
|
PERCENT_COMPLETE | integer |
The task completed value in percent. |
Task Owner
|
OWNER_USER_ID | integer |
The unique identifier of the task owner. |
Assigned To
|
RESPONSIBLE_USER_ID | integer |
The unique identifier of the user assigned to the task. |
Is Task Visible
|
PUBLICLY_VISIBLE | boolean |
A boolean value determining whether or not the task is publicly visible. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Assigned by User Id
|
ASSIGNED_BY_USER_ID | integer |
The unique identifier of the assigned by user. |
Parent Task Id
|
PARENT_TASK_ID | integer |
The unique identifier of the parent task. |
Is Owner Visible
|
OWNER_VISIBLE | boolean |
A boolean value determining whether or not the owner is publicly visible. |
Assigned Team Id
|
ASSIGNED_TEAM_ID | integer |
The unique identifier of the assigned team. |
Assigned Date-Time
|
ASSIGNED_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
Reminder Date-Time
|
REMINDER_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
Is Reminder Sent
|
REMINDER_SENT | boolean |
A boolean value determining whether or not a reminder is set. |
Recurrence
|
RECURRENCE | string |
Recurrence |
Can Edit
|
CAN_EDIT | boolean |
Can edit. |
Can Delete
|
CAN_DELETE | boolean |
Can delete |
ListProjectsResponse
A Insightly Project response object
Name | Path | Type | Description |
---|---|---|---|
Projects
|
projects | array of Project |
A collection of projects |
Project
An Insightly Project Object
Name | Path | Type | Description |
---|---|---|---|
Project Id
|
PROJECT_ID | integer |
The unique identifier of the project. |
Project Name
|
PROJECT_NAME | string |
The name of the project. |
Project Status
|
STATUS | string |
The status of the project. |
Project Details
|
PROJECT_DETAILS | string |
The details of the project. |
Image URL
|
IMAGE_URL | string |
The image URL of the project. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Project Visible
|
VISIBLE_TO | string |
Project Visibility. |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Started Date-Time
|
STARTED_DATE | string |
yyyy-MM-dd HH:mm:ss |
Completed Date-Time
|
COMPLETED_DATE | string |
yyyy-MM-dd HH:mm:ss |
Project Owner
|
OWNER_USER_ID | integer |
The unique identifier of the project owner. |
Assigned To
|
RESPONSIBLE_USER_ID | integer |
The unique identifier of the assigned user. |
Opportunity Id
|
OPPORTUNITY_ID | integer |
The unique identifier of the opportunity. |
Pipeline Id
|
PIPELINE_ID | integer |
The unique identifier of the pipeline. |
Stage Id
|
STAGE_ID | integer |
The unique identifier of the stage. |
Category Id
|
CATEGORY_ID | integer |
The unique identifier of the category. |
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
The unique identifier of the team. |
Visible User IDs
|
VISIBLE_USER_IDS | integer |
The unique identifiers of the users. |
Can Edit
|
CAN_EDIT | boolean |
Can edit |
Can Delete
|
CAN_DELETE | boolean |
Can delete |
ListLeadsResponse
A Insightly Lead response object
Name | Path | Type | Description |
---|---|---|---|
Leads
|
leads | array of Lead |
A collection of leads |
Lead
An Insightly Lead Object
Name | Path | Type | Description |
---|---|---|---|
Lead Id
|
LEAD_ID | integer |
The unique identifier of the lead. |
Salutation
|
SALUTATION | string |
The salutation of the lead. |
Title
|
TITLE | string |
The title of the lead. |
First Name
|
FIRST_NAME | string |
First name of the lead. |
Last Name
|
LAST_NAME | string |
Last name of the lead. |
Lead Description
|
LEAD_DESCRIPTION | string |
A brief description of the lead. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Converted Date-Time
|
CONVERTED_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
Lead Status Id
|
LEAD_STATUS_ID | integer |
The status Id of the lead. |
Lead Visibility
|
VISIBLE_TO | string |
Lead visibility. |
Organization Name
|
ORGANIZATION_NAME | string |
The name of the organization. |
Phone Number
|
PHONE_NUMBER | string |
Lead phone number. |
Mobile Phone Number
|
MOBILE_PHONE_NUMBER | string |
Lead mobile phone number. |
Email Address
|
EMAIL_ADDRESS | string |
Lead email address. |
Is Converted
|
CONVERTED | boolean |
A boolean value determining whether or not the lead is converted. |
Website URL
|
WEBSITE_URL | string |
Lead website URL |
Lead Owner
|
OWNER_USER_ID | integer |
The unique identifier of the lead owner. |
Lead Responsible
|
RESPONSIBLE_USER_ID | integer |
The unique identifier of the responsible user. |
Lead Employee Count
|
EMPLOYEE_COUNT | integer |
The employee count of the lead. |
Lead Rating
|
LEAD_RATING | integer |
The rating of the lead. |
Industry
|
INDUSTRY | string |
The industry of the lead. |
Address Street
|
ADDRESS_STREET | string |
Address street. |
Address City
|
ADDRESS_CITY | string |
Address city. |
Address State
|
ADDRESS_STATE | string |
Address state. |
Address Postcode
|
ADDRESS_POSTCODE | string |
Address postcode. |
Address Country
|
ADDRESS_COUNTRY | string |
Address country. |
Fax Number
|
FAX_NUMBER | string |
Lead fax number. |
Converted Contact Id
|
CONVERTED_CONTACT_ID | integer |
The unique identifier of the converted contact. |
Converted Organization Id
|
CONVERTED_ORGANIZATION_ID | integer |
The unique identifier of the converted organization. |
Converted Opportunity Id
|
CONVERTED_OPPORTUNITY_ID | integer |
The unique identifier of the opportunity. |
Lead Source Id
|
LEAD_SOURCE_ID | integer |
The unique identifier of the lead source. |
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
The unique identifier of the team. |
Visible User IDs
|
VISIBLE_USER_IDS | integer |
The unique identifiers of the users. |
Image URL
|
IMAGE_URL | string |
Lead Image URL |
Can Edit
|
CAN_EDIT | boolean |
Can edit |
Can Delete
|
CAN_DELETE | boolean |
Can delete |
ListContactsResponse
A Insightly contact response object
Name | Path | Type | Description |
---|---|---|---|
Contacts
|
contacts | array of Contact |
A collection of contacts |
Contact
An Insightly Contact Object
Name | Path | Type | Description |
---|---|---|---|
Street
|
ADDRESS_WORK.STREET | string |
Address street. |
City
|
ADDRESS_WORK.CITY | string |
Address city. |
State
|
ADDRESS_WORK.STATE | string |
Address state. |
Postcode
|
ADDRESS_WORK.POSTCODE | string |
Address postcode. |
Country
|
ADDRESS_WORK.COUNTRY | string |
Address country. |
Street
|
ADDRESS_HOME.STREET | string |
Address street. |
City
|
ADDRESS_HOME.CITY | string |
Address city. |
State
|
ADDRESS_HOME.STATE | string |
Address state. |
Postcode
|
ADDRESS_HOME.POSTCODE | string |
Address postcode. |
Country
|
ADDRESS_HOME.COUNTRY | string |
Address country. |
Street
|
ADDRESS_POSTAL.STREET | string |
Address street. |
City
|
ADDRESS_POSTAL.CITY | string |
Address city. |
State
|
ADDRESS_POSTAL.STATE | string |
Address state. |
Postcode
|
ADDRESS_POSTAL.POSTCODE | string |
Address postcode. |
Country
|
ADDRESS_POSTAL.COUNTRY | string |
Address country. |
Street
|
ADDRESS_PRIMARY.STREET | string |
Address street. |
City
|
ADDRESS_PRIMARY.CITY | string |
Address city. |
State
|
ADDRESS_PRIMARY.STATE | string |
Address state. |
Postcode
|
ADDRESS_PRIMARY.POSTCODE | string |
Address postcode. |
Country
|
ADDRESS_PRIMARY.COUNTRY | string |
Address country. |
Street
|
ADDRESS_OTHER.STREET | string |
Address street. |
City
|
ADDRESS_OTHER.CITY | string |
Address city. |
State
|
ADDRESS_OTHER.STATE | string |
Address state. |
Postcode
|
ADDRESS_OTHER.POSTCODE | string |
Address postcode. |
Country
|
ADDRESS_OTHER.COUNTRY | string |
Address country. |
Email (Work)
|
EMAIL_WORK | string |
The work email of the contact. |
Email (Home)
|
EMAIL_HOME | string |
The home email of the contact. |
Email (Personal)
|
EMAIL_PERSONAL | string |
The personal email of the contact. |
Email (Other)
|
EMAIL_OTHER | string |
The other email of the contact. |
Phone (Work)
|
PHONE_WORK | string |
The work phone number of the contact. |
Phone (Home)
|
PHONE_HOME | string |
The home phone number of the contact. |
Phone (mobile)
|
PHONE_MOBILE | string |
The mobile phone number of the contact. |
Phone (Other)
|
PHONE_OTHER | string |
The other phone number of the contact. |
Contact Id
|
CONTACT_ID | integer |
The unique identifier of the contact. |
Salutation
|
SALUTATION | string |
The salutation of the contact. |
First Name
|
FIRST_NAME | string |
First name of the contact. |
Last Name
|
LAST_NAME | string |
Last name of the contact. |
Image URL
|
IMAGE_URL | string |
Contact image URL. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Contact Visibility
|
VISIBLE_TO | string |
Contact visibility. |
Background
|
BACKGROUND | string |
Background |
Default Linked Organization
|
DEFAULT_LINKED_ORGANISATION | integer |
Default linked organization. |
Owner User Id
|
OWNER_USER_ID | integer |
The unique identifier of the owner. |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
The unique identifier of the team. |
Visible User IDs
|
VISIBLE_USER_IDS | integer |
The unique identifiers of the users. |
Can Edit
|
CAN_EDIT | boolean |
Can edit |
Can Delete
|
CAN_DELETE | boolean |
Can delete |
Social LinkedIn
|
SOCIAL_LINKEDIN | string |
Social LinkedIn. |
Social Facebook
|
SOCIAL_FACEBOOK | string |
Social Facebook. |
Social Twitter
|
SOCIAL_TWITTER | string |
Social Twitter. |
Address
An Insightly Contact Address Object
Name | Path | Type | Description |
---|---|---|---|
Address Id
|
ADDRESS_ID | integer |
The unique identifier of the address. |
Address Type
|
ADDRESS_TYPE | string |
Address type. |
Address Street
|
STREET | string |
Address street. |
Address City
|
CITY | string |
Address city. |
Address State
|
STATE | string |
Address state. |
Address Postcode
|
POSTCODE | string |
Address postcode. |
Address Country
|
COUNTRY | string |
Address country. |
ContactInfo
An Insightly Contact Information Object
Name | Path | Type | Description |
---|---|---|---|
Contact info Id
|
CONTACT_INFO_ID | integer |
The unique identifier of the contact info. |
Type
|
TYPE | string |
Contact info type. |
SubType
|
SUBTYPE | string |
Contact info sub-type. |
Label
|
LABEL | string |
Contact info label. |
Detail
|
DETAIL | string |
Contact info detail. |
ListUsersResponse
A Insightly User response object
Name | Path | Type | Description |
---|---|---|---|
Users
|
users | array of User |
A collection of users |
User
An Insightly User Object
Name | Path | Type | Description |
---|---|---|---|
User Id
|
USER_ID | integer |
The unique identifier of the user. |
Contact Id
|
CONTACT_ID | integer |
The unique identifier of the contact. |
First Name
|
FIRST_NAME | string |
First name of the user. |
Last Name
|
LAST_NAME | string |
Last name of the user. |
Email Address
|
EMAIL_ADDRESS | string |
User email address. |
Time zone Id
|
TIMEZONE_ID | string |
The unique identifier of the timezone. |
Email Dropbox Id
|
EMAIL_DROPBOX_IDENTIFIER | string |
The unique identifier of the email dropbox. |
Email Dropbox Address
|
EMAIL_DROPBOX_ADDRESS | string |
Email dropbox address |
Is Administrator
|
ADMINISTRATOR | boolean |
A boolean value determining whether or not the user is an administrator. |
Is Account Owner
|
ACCOUNT_OWNER | boolean |
A boolean value determining whether or not the user is the account owner. |
Is Active
|
ACTIVE | boolean |
A boolean value determining whether or not the user is active. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
User Currency
|
USER_CURRENCY | string |
User currency. |
Contact Display
|
CONTACT_DISPLAY | string |
Contact display. |
Contact Order
|
CONTACT_ORDER | string |
Contact order. |
Task Week Start
|
TASK_WEEK_START | integer |
Task week start. |
Instance Id
|
INSTANCE_ID | integer |
The unique identifier of the instance. |
ListEventsResponse
A Insightly Event response object
Name | Path | Type | Description |
---|---|---|---|
Events
|
events | array of Event |
A collection of events |
Event
An Insightly Event Object
Name | Path | Type | Description |
---|---|---|---|
Event Id
|
EVENT_ID | integer |
The unique identifier of the event. |
Title
|
TITLE | string |
The title of the event. |
Start Date-Time
|
START_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
End Date-Time
|
END_DATE_UTC | string |
yyyy-MM-dd HH:mm:ss |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Owner User Id
|
OWNER_USER_ID | integer |
The unique identifier of the owner. |
Is Reminder Sent
|
REMINDER_SENT | boolean |
A boolean value determining whether or not the reminder was sent. |
Is All Day Event
|
ALL_DAY | boolean |
A boolean value determining whether or not the event is all day. |
Is Event Visible
|
PUBLICLY_VISIBLE | boolean |
A boolean value determining whether or not the event is publicly visible. |
Can Edit
|
CAN_EDIT | boolean |
Can edit |
Can Delete
|
CAN_DELETE | boolean |
Can delete |
Organization
An Insightly Organization Object
Name | Path | Type | Description |
---|---|---|---|
Organization Id
|
ORGANISATION_ID | integer |
The unique identifier of the organization. |
Organization Background
|
ORGANISATION_BACKGROUND | string |
The background of the organization. |
Organization Name
|
ORGANISATION_NAME | string |
The name of the organization. |
Created Date-Time
|
DATE_CREATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Updated Date-Time
|
DATE_UPDATED_UTC | string |
yyyy-MM-dd HH:mm:ss |
Organization Owner
|
OWNER_USER_ID | integer |
The unique identifier of the owner. |
Organization Visibility
|
VISIBLE_TO | string |
Organization visibility. |
Organization
|
ADDRESSES | array of Address |
Organization Addresses |
Contact Information
|
CONTACTINFOS | array of ContactInfo |
Contact Information |
Background
|
BACKGROUND | string |
The background of the organization. |
Image URL
|
IMAGE_URL | string |
Organization image URL. |
Visible Team Id
|
VISIBLE_TEAM_ID | integer |
The unique identifier of the team. |
Visible User IDs
|
VISIBLE_USER_IDS | integer |
The unique identifiers of the users. |
object
This is the type 'object'.