Insightly integration

What it does

The Insightly integration lets you run CRM and project-delivery automations on behalf of any client whose Insightly account you manage. Connect an Insightly account once, then create and read contacts, push opportunities into the right pipeline stage, spin up projects with linked categories and stages, schedule follow-up tasks, and watch for new contacts without writing any code.

Connect an Insightly account

1. In TaskJuice, open Settings -> Connections and choose Add connection -> Insightly.
2. In Insightly, sign in as the user TaskJuice should act on behalf of, then open User Settings -> API.
3. Copy the API Key and paste it into the Insightly API Key field in TaskJuice.
4. Enter the Pod identifier from the client's Insightly URL (for example na1 for North America, eu1 for Europe, or au1 for Asia-Pacific). The pod is visible in the host portion of the Insightly URL: na1.insightly.com -> na1.
5. Leave the Password field blank. Insightly authenticates with the API key alone via HTTP Basic, with the password ignored.

The connection is read- and write-capable across contacts, opportunities, projects, tasks, and pipelines scoped to that user's role and permissions in Insightly. Rotate or revoke the API key from the same User Settings -> API page at any time.

Triggers

• insightly/new-contact. Polls Insightly for contacts updated since the last cycle and emits one activation per cycle wrapping every observed contact in an items array. Drop a Loop node downstream to process each contact individually.

Actions

• insightly/create-contact. Create a new contact with name, email, phone, title, organisation, and background notes.
• insightly/get-contact. Fetch a single contact by Insightly contact ID.
• insightly/create-opportunity. Create a new opportunity against a pipeline and stage, with state, value, currency, probability, forecast close date, and responsible user.
• insightly/create-project. Create a new project with status, category, pipeline, stage, started/completed dates, linked opportunity, and responsible user.
• insightly/create-task. Create a follow-up task with title, details, status, priority, due date, responsible user, and optional links to a project or opportunity.
• insightly/list-pipelines. List all opportunity and project pipelines defined in the account, with their stages, useful for populating pipeline and stage pickers in downstream actions.

Known limitations

• Insightly enforces per-plan daily request quotas and a burst limit documented at https://api.na1.insightly.com/v3.1/Help. TaskJuice retries on 429 responses with exponential backoff.
• Outbound webhooks are only available on Insightly's Premier plan. The new-contact trigger uses polling so it works on every Insightly plan; tune the poll interval and per-cycle ceiling on the trigger's advanced settings.
• API key authentication is scoped to the Insightly user whose key was copied. Switching users requires rotating the connection's API key.
• The pod identifier is fixed at connection time. If a client migrates between regional pods, create a new connection with the updated pod value.
• Date fields use Insightly's documented YYYY-MM-DD HH:MM:SS UTC format. Mismatches surface as 400 VALIDATION_ERROR or 422 VALIDATION_ERROR responses.