What’s supported
Supported actions
This connector supports:- Write Actions.
- Read Actions, including full historic backfill and incremental read.
- Proxy Actions, using the base URL
https://api.insightly.com
.
Supported Objects
The Insightly connector supports reading from and writing to the following objects:- ActivitySets
- CommunityComments
- CommunityForums
- CommunityPosts
- Contacts
- Countries
- Currencies
- CustomObjects
- DocumentTemplates
- Emails
- Events
- FileCategories
- Follows
- ForumCategories
- KnowledgeArticle
- KnowledgeArticleCategory
- KnowledgeArticleFolder
- LeadSources
- LeadStatuses
- Leads
- MarketingVisits
- Milestones
- Notes
- Opportunities
- OpportunityCategories
- OpportunityLineItem
- OpportunityStateReasons
- Organisations
- Permissions
- PipelineStages
- Pipelines
- Pricebook
- PricebookEntry
- Product
- ProjectCategories
- Projects
- Prospect
- Quotation
- QuotationLineItem
- Relationships
- TaskCategories
- Tasks
- TeamMembers
- Teams
- Ticket
- Users
Custom Objects and Fields
In addition to standard objects, the connector fully supports any custom objects you have created in your Insightly dashboard. Custom objects are treated as first-class citizens and can be read from and written to like any standard entity. For each supported object — standard or custom — you can select and request any built-in fields listed in the Insightly API documentation as well as any custom fields you have defined.Example integration
To define an integration for Insightly, create a manifest file that looks like this:Using the connector
This connector uses Basic Auth, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.) To start integrating with Insightly:- Create a manifest file like the example above.
- Deploy it using the amp CLI.
- Embed the InstallIntegration UI component. The UI component will prompt the customer for their username and password.
- Start making Proxy Calls, and Ampersand will automatically attach the correct header required by Basic Auth. Please note that this connector’s base URL is
https://api.insightly.com
.