Insightly
Actions
| Name | Description |
|---|---|
create_recordCreate a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.) | Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.) |
update_recordUpdate an existing record's fields in a specified Insightly object | Update an existing record's fields in a specified Insightly object |
get_recordGet a record by ID from a specified Insightly object | Get a record by ID from a specified Insightly object |
delete_recordDelete a record by ID from a specified Insightly object | Delete a record by ID from a specified Insightly object |
find_recordsFind records in a specified Insightly object | Find records in a specified Insightly object |
Triggers
| Name | Description |
|---|---|
new_recordFires when a new record is created in Insightly (requires webhook setup) | Fires when a new record is created in Insightly (requires webhook setup) |
updated_recordFires when an existing record is updated in Insightly (requires webhook setup) | Fires when an existing record is updated in Insightly (requires webhook setup) |
deleted_recordFires when a record is deleted from Insightly | Fires when a record is deleted from Insightly |
Quick Start
import { WeavzClient } from '@weavz/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute({
integrationName: 'insightly',
actionName: 'create_record',
input: { /* ... */ },
connectionId: 'conn_id',
workspaceId: 'ws_id',
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Insightly to my app?
Use Weavz Hosted Connect for API Key authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.
What actions does Insightly support?
Insightly supports 5 actions including Create Record, Update Record, Get Record, Delete Record, Find Records.
Can I use Insightly with AI agents?
Yes. Add Insightly to an MCP server in TOOLS mode or CODE mode. CODE mode provides 80-98% context reduction with 3 meta-tools for efficient agent access.
What authentication does Insightly use?
Insightly uses API Key. Weavz handles token management, refresh, and secure credential storage automatically.
How much does the Insightly integration cost?
The Insightly integration is included on all Weavz plans including the free tier with 1,000 actions per month. No credit card required.
What triggers does Insightly support?
Insightly supports 3 triggers including New Record, Updated Record, Deleted Record.
Connect Insightly in 2 minutes
Get 1,000 free actions every month. No credit card required.