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Insightly

The Insightly connector enables easy and secure data synchronization between your application and your customers’ Insightly accounts through unified data models.

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Authorization

The Insightly connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "insightly", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Insightly connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Insightly Contacts
GET/resources/genericContact/:idRetrieve a Insightly Contact
POST/resources/genericContactCreate a Insightly Contact
PATCH/resources/genericContact/:idUpdate a Insightly Contact
DEL/resources/genericContact/:idDelete a Insightly Contact
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Insightly connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Insightly Companies
GET/resources/genericCompany/:idRetrieve a Insightly Company
POST/resources/genericCompanyCreate a Insightly Company
PATCH/resources/genericCompany/:idUpdate a Insightly Company
DEL/resources/genericCompany/:idDelete a Insightly Company
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Insightly connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Insightly Users
GET/resources/genericUser/:idRetrieve a Insightly User
POST/resources/genericUserCreate a Insightly User
PATCH/resources/genericUser/:idUpdate a Insightly User
DEL/resources/genericUser/:idDelete a Insightly User
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Insightly connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Insightly Workspaces
GET/resources/genericWorkspace/:idRetrieve a Insightly Workspace
POST/resources/genericWorkspaceCreate a Insightly Workspace
PATCH/resources/genericWorkspace/:idUpdate a Insightly Workspace
DEL/resources/genericWorkspace/:idDelete a Insightly Workspace
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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CRM

The Insightly connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Insightly Opportunities
GET/resources/crmOpportunity/:idRetrieve a Insightly Opportunity
POST/resources/crmOpportunityCreate a Insightly Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Insightly Opportunity
DEL/resources/crmOpportunity/:idDelete a Insightly Opportunity
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Insightly connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Insightly Pipelines
GET/resources/crmPipeline/:idRetrieve a Insightly Pipeline
POST/resources/crmPipelineCreate a Insightly Pipeline
PATCH/resources/crmPipeline/:idUpdate a Insightly Pipeline
DEL/resources/crmPipeline/:idDelete a Insightly Pipeline

view Pipeline model details

The Insightly connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Insightly Stages
GET/resources/crmStage/:idRetrieve a Insightly Stage
POST/resources/crmStageCreate a Insightly Stage
PATCH/resources/crmStage/:idUpdate a Insightly Stage
DEL/resources/crmStage/:idDelete a Insightly Stage

view Stage model details

The Insightly connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Insightly Engagements
GET/resources/crmEngagement/:idRetrieve a Insightly Engagement
POST/resources/crmEngagementCreate a Insightly Engagement
PATCH/resources/crmEngagement/:idUpdate a Insightly Engagement
DEL/resources/crmEngagement/:idDelete a Insightly Engagement
Custom Fields
Supported
The Insightly connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Insightly Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

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Custom

Supported
Can’t find the unified model you need? The Insightly connector supports your own custom model.

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Webhooks

The Insightly connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
crmEngagementview event

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Proxy

Supported
The Insightly connector supports our Proxy Request feature, allowing you to directly call any endpoints from Insightly’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.