Insightly

Showing 25 of 39 from the live probe.

• Insightly Delete Contact

  Permanently delete a contact from Insightly. This removes the contact and its associations. Get the contact_id from list contacts.

• Insightly Delete Opportunity

  Permanently delete an opportunity from Insightly. This removes the deal and its associations. Get the opportunity_id from list opportunities.

• Insightly Delete Organisation

  Permanently delete an organisation from Insightly. This removes the organisation and its associations. Get the organisation_id from list organisations.

• Insightly Delete Project

  Permanently delete a project from Insightly. This removes the project and its associations. Get the project_id from list projects.

• Insightly Delete Task

  Permanently delete a task from Insightly. This removes the task and its associations. Get the task_id from list tasks.

• Insightly List Activity Sets

  List activity sets (predefined activity templates) configured in Insightly. Returns activity set names, IDs, and configuration. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Contacts

  List contacts from Insightly CRM. Returns contact records with names, emails, phone numbers, and linked organisations. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Countries

  List available countries in Insightly. Returns country names and codes. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Currencies

  List available currencies in Insightly. Returns currency codes and names. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Emails

  List email records from Insightly. Returns emails with contents, timestamps, and sender/recipient details. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Events

  List calendar events from Insightly. Returns event details including time, description, and participants. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Knowledge Article Categories

  List knowledge article categories in the Insightly knowledge base. Returns category names and IDs for organizing articles. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Knowledge Article Folders

  List knowledge article folders in the Insightly knowledge base. Returns folder names, IDs, and hierarchy. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Knowledge Articles

  List knowledge articles from the Insightly knowledge base. Returns article titles, content, and metadata. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Lead Sources

  List lead sources configured in Insightly. Returns source names and IDs for tracking lead origins. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Lead Statuses

  List lead statuses configured in Insightly. Returns status names and IDs representing stages in the lead lifecycle. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Milestones

  List milestones from Insightly project pipelines. Returns milestone details including deadlines and progress. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Notes

  List notes from Insightly linked to contacts, organisations, opportunities, and other records. Returns note titles, body content, and creation dates. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Opportunities

  List sales opportunities from Insightly CRM. Returns opportunity details including pipeline stage, bid amount, and probability. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Opportunity Categories

  List opportunity categories configured in Insightly. Returns category names and IDs for classifying deals. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Opportunity State Reasons

  List opportunity state reasons in Insightly. Returns reasons for won, lost, or open deal outcomes. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Organisations

  List organisations from Insightly CRM. Returns organisation details including names, phone numbers, and websites. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Pipelines

  List sales and project pipelines in Insightly. Returns pipeline names, IDs, and configuration. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Pipeline Stages

  List pipeline stages configured in Insightly. Returns stage names, IDs, and their pipeline associations. Paginate with top (max items, default 500) and skip (records to skip).

• Insightly List Project Categories

  List project categories configured in Insightly. Returns category names and IDs. Paginate with top (max items, default 500) and skip (records to skip).