Add Insightly to Your Product
Give your customers access to Insightly from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Insightly Integrations
Add Insightly to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Insightly accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Insightly connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Insightly actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Insightly.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Insightly integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Insightly
What You Can Do with Insightly
Explore available actions to let your product & agents interact with Insightly.
- Create RecordCreates a Record.
- Update RecordUpdates a Record
- List ContactRetrieves the list of all contacts
- List EmailsRetrieves the list of all emails
- List EventsRetrieves the list of all events
- List LeadsRetrieves the list of all leads
- List Lead SourcesRetrieves the list of all lead sources
- List Lead StatusesRetrieves the list of all lead statuses
- List MilestonesRetrieves the list of all milestones
Respond to Events in Insightly
Use triggers to let your product & agents respond to events from connected Insightly accounts.
- New or Updated ContactTriggers when a new contact is created or updated.
- New Document TemplateTriggers when new document template is created.
- New EmailTriggers when new email is send.
- New or Updated EventTrigger when a event is created or updated.
- New or Updated LeadTriggers when new lead is created or updated.
- New or Updated OpportunitiesTriggers when new opportunity is created or updated.
- New or Updated OrganisationTriggers when new organisation is created or updated.
- New or Updated ProjectTriggers when new project is created or updated.
- New or Updated TaskTriggers when new task is created or updated.
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Insightly to your product & agents
Find answers to common questions about integrating Insightly into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Insightly into my product & agents?
You can use viaSocket to add Insightly integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Insightly accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Insightly account.
Can I offer Insightly integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Insightly with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Insightly and other supported services.
How do I execute actions in Insightly?
Use viaSocket's supported actions and APIs to perform operations in connected Insightly accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Insightly?
Yes. You can use supported triggers and webhooks to receive events from Insightly and respond within your product & agents.
Bring Insightly Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding