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'.