> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runmorph.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Insightly

> Open-Source Insightly Connector

<Card title="Insightly" icon={<svg width="24" height="24" viewBox="0 0 62 62" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M27.6612 9.22725C26.1045 9.43207 22.7863 10.4767 21.373 11.1731C12.5858 15.5564 7.73139 24.9376 9.28809 34.5645C11.234 46.5265 22.5405 54.6582 34.482 52.7123C46.5259 50.7664 54.6576 39.5009 52.7117 27.4979C50.9707 16.7035 41.6305 8.85855 30.7336 9.00193C29.7504 9.02242 28.3781 9.12483 27.6612 9.22725ZM25.4081 18.4036C26.0021 18.9976 26.0226 19.1 25.9406 20.3494C25.8382 22.1314 25.1008 23.1965 23.4622 24.0159C21.9465 24.7737 21.0452 24.6303 20.2874 23.5243C19.8572 22.9098 19.8163 22.623 19.8777 21.3326C19.9392 19.9603 20.0006 19.7964 20.6561 19.1C21.5778 18.1373 22.3357 17.8096 23.6875 17.7891C24.6502 17.7891 24.8755 17.871 25.4081 18.4036ZM32.2289 25.5726C32.5156 25.9003 32.5771 26.187 32.4747 27.0473C32.3927 27.6413 32.2903 28.3582 32.2084 28.645C32.0855 29.0137 32.4132 28.7679 33.3349 27.7847C34.8097 26.187 35.9363 25.5726 37.3291 25.5726C38.7014 25.5726 39.5822 26.1461 40.0328 27.3341C40.3196 28.0919 40.3606 28.6655 40.2581 30.8571C40.1762 32.2909 40.0328 34.2368 39.9099 35.1995C39.6641 37.3297 39.828 39.3575 40.3196 39.9515C40.6678 40.3816 40.7088 40.3816 41.2003 40.0539C41.4871 39.8696 41.9787 39.3575 42.3064 38.8864C43.0233 37.8623 43.5968 37.8623 43.9246 38.8659C44.4366 40.4636 43.351 42.901 41.7739 43.7408C40.463 44.4372 38.3737 44.4168 37.0423 43.6794C34.7073 42.4094 34.1952 40.2587 34.8916 34.7079C35.2603 31.7789 35.0965 30.6933 34.2771 30.6933C32.8843 30.6933 31.6963 34.3597 31.3891 39.6443C31.2252 42.5119 30.9794 43.1059 29.7504 43.6999C29.2998 43.9252 28.3781 44.13 27.7022 44.171C26.5961 44.2529 26.4117 44.1915 26.1455 43.8228L25.8382 43.3926L25.0599 43.8023C23.9948 44.3348 21.9055 44.3553 20.738 43.8228C19.6524 43.3312 18.6692 42.1227 18.2391 40.7299C17.6861 38.8864 17.9114 31.7584 18.6487 28.9522C18.9355 27.8052 19.6934 26.9039 20.9223 26.187C22.1923 25.4701 23.2779 25.3882 23.8309 25.9822C24.2406 26.4328 24.1996 27.416 23.6261 31.3077C23.3803 32.9669 23.2983 34.4621 23.3598 36.326C23.4622 39.4394 23.708 40.1973 24.6502 40.2792C24.9984 40.2997 25.3876 40.2383 25.531 40.1563C25.9816 39.8491 26.1659 38.5177 26.1864 35.5067C26.2069 31.1439 26.4732 28.3787 26.9443 27.5799C27.948 25.8388 31.3071 24.5484 32.2289 25.5726Z" fill="#FF4A00"/></svg>}>
  The Insightly connector enables easy and secure data synchronization between your application and your customers' Insightly accounts through unified data models.
</Card>

## Authorization

<Accordion title="OAuth" defaultOpen={false} icon="key-skeleton" iconType="duotone">
  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`).<br /><br />
  ✓ Automatic token refresh handling<br />
  ✓ Proactive insufficient permissions detection<br /><br />

  [View our step-by-step integration guide](./../api-reference/intro)

  **Whitelabel**

  <Check>
    **Supported** <br />
    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.
  </Check>
</Accordion>

<CodeGroup>
  ```typescript TypeScript theme={null}
  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
  ```

  ```tsx React theme={null}
  import { Morph, Connect } from "@runmorph/atoms";

  // generate sessionToken from server →  morph.sessions().create(...);

  export default function ConnectionPage({ sessionToken }) {
    return (
      <Morph.Provider>
        <Connect
          sessionToken={sessionToken}
          connectionCallbacks={{
            onError: (error) => alert(error.message)
          }}
        />
      </Morph.Provider>
    );
  }
  ```

  ```python Python theme={null}
  morph = Morph(api_key="pk_demo_xxxxxxxxxxxxxxx", api_secret="sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id="insightly", owner_id="demo")
  connection.create(operations=[ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize()
  authorization_url = auth_result["authorization_url"]

  # redirect the user to the authorization_url
  ```

  ```ruby Ruby theme={null}
  morph = Morph.new(api_key: "pk_demo_xxxxxxxxxxxxxxx", api_secret: "sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id: "insightly", owner_id: "demo")
  connection.create(operations: [ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize
  authorization_url = auth_result[:authorization_url]

  # redirect the user to the authorization_url
  ```

  ```php PHP theme={null}
  $morph = new Morph([
    'api_key' => 'pk_demo_xxxxxxxxxxxxxxx',
    'api_secret' => 'sk_demo_xxxxxxxxxxxxxxx'
  ]);

  // create a new connection
  $connection = $morph->connections([
    'connector_id' => 'insightly',
    'owner_id' => 'demo'
  ]);
  $connection->create(['operations' => ['genericContact::create','genericUser::list']]);

  // auhtorize the connection
  $authResult = $connection->authorize();
  $authorizationUrl = $authResult['authorization_url'];

  // redirect the user to the auhtorizationUrl
  ```

  ```go Go theme={null}
  morph := morph.New(&morph.Config{
      publicKey:    "pk_demo_xxxxxxxxxxxxxxx",
      secretKey: "sk_demo_xxxxxxxxxxxxxxx",
  })

  // create a new connection
  connection := morph.Connections(&morph.ConnectionConfig{
      ConnectorId: "insightly",
      OwnerId:    "demo",
  })
  connection.Create(&morph.CreateConfig{
      Operations: []string{"genericContact::create", "genericUser::list"},
  })

  // authorize the connection
  authResult, _ := connection.Authorize()
  authorizationUrl := authResult.AuthorizationUrl

  // redirect the user to the authorization URL
  ```
</CodeGroup>

<br />

<Accordion title="Try a live demo of Insightly connection ✨">
  <Check>
    **Live Demo** <br />
    Select a connector below to experience our seamless authentication flow and see
    how easy it is to connect third-party services.
  </Check>

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/insightly?theme=light" width="100%" height="370px" className="block dark:hidden" />

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/insightly?theme=dark" width="100%" height="370px" className="hidden dark:block" />
</Accordion>

## Models

### Generic

<AccordionGroup>
  <Accordion title="Contact" defaultOpen={false} icon="user-group">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[List and Search Insightly Contacts](./../api-reference/models/contact/list-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Contact](./../api-reference/models/contact/retrieve-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[Create a Insightly Contact](./../api-reference/models/contact/create-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Contact](./../api-reference/models/contact/update-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Contact](./../api-reference/models/contact/delete-contact)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Contact model details](./../models/genericContact)
  </Accordion>

  <Accordion title="Company" defaultOpen={false} icon="building">
    <p>
      The Insightly connector seamlessly integrates with our unified `genericCompany` model, enabling you to manage Companies with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[List and Search Insightly Companies](./../api-reference/models/company/list-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Company](./../api-reference/models/company/retrieve-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[Create a Insightly Company](./../api-reference/models/company/create-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Company](./../api-reference/models/company/update-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Company](./../api-reference/models/company/delete-company)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Company model details](./../models/genericCompany)
  </Accordion>

  <Accordion title="User" defaultOpen={false} icon="users-medical">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[List and Search Insightly Users](./../api-reference/models/user/list-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly User](./../api-reference/models/user/retrieve-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[Create a Insightly User](./../api-reference/models/user/create-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Update a Insightly User](./../api-reference/models/user/update-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly User](./../api-reference/models/user/delete-user)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view User model details](./../models/genericUser)
  </Accordion>

  <Accordion title="Workspace" defaultOpen={false} icon="network-wired">
    <p>
      The Insightly connector seamlessly integrates with our unified `genericWorkspace` model, enabling you to manage Workspaces with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[List and Search Insightly Workspaces](./../api-reference/models/workspace/list-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Workspace](./../api-reference/models/workspace/retrieve-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[Create a Insightly Workspace](./../api-reference/models/workspace/create-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Workspace](./../api-reference/models/workspace/update-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Workspace](./../api-reference/models/workspace/delete-workspace)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Workspace model details](./../models/genericWorkspace)
  </Accordion>
</AccordionGroup>

### CRM

<AccordionGroup>
  <Accordion title="Opportunity" defaultOpen={false} icon="badge-dollar">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[List and Search Insightly Opportunities](./../api-reference/models/opportunity/list-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Opportunity](./../api-reference/models/opportunity/retrieve-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[Create a Insightly Opportunity](./../api-reference/models/opportunity/create-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Opportunity](./../api-reference/models/opportunity/update-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Opportunity](./../api-reference/models/opportunity/delete-opportunity)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Opportunity model details](./../models/crmOpportunity)
  </Accordion>

  <Accordion title="Pipeline" defaultOpen={false} icon="square-kanban">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[List and Search Insightly Pipelines](./../api-reference/models/pipeline/list-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Pipeline](./../api-reference/models/pipeline/retrieve-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[Create a Insightly Pipeline](./../api-reference/models/pipeline/create-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Pipeline](./../api-reference/models/pipeline/update-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Pipeline](./../api-reference/models/pipeline/delete-pipeline)</td>
      </tr>
    </table>

    <br />

    [view Pipeline model details](./../models/crmPipeline)
  </Accordion>

  <Accordion title="Stage" defaultOpen={false} icon="flag-pennant">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[List and Search Insightly Stages](./../api-reference/models/stage/list-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Stage](./../api-reference/models/stage/retrieve-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[Create a Insightly Stage](./../api-reference/models/stage/create-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Stage](./../api-reference/models/stage/update-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Stage](./../api-reference/models/stage/delete-stage)</td>
      </tr>
    </table>

    <br />

    [view Stage model details](./../models/crmStage)
  </Accordion>

  <Accordion title="Engagement" defaultOpen={false} icon="comments">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[List and Search Insightly Engagements](./../api-reference/models/engagement/list-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Retrieve a Insightly Engagement](./../api-reference/models/engagement/retrieve-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[Create a Insightly Engagement](./../api-reference/models/engagement/create-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Update a Insightly Engagement](./../api-reference/models/engagement/update-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Delete a Insightly Engagement](./../api-reference/models/engagement/delete-engagement)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Engagement model details](./../models/crmEngagement)
  </Accordion>
</AccordionGroup>

## Custom

<Check>
  **Supported** <br />
  Can't find the unified model you need? The Insightly connector supports your own custom model.
</Check>

## Webhooks

<Accordion title="Events Subscription" defaultOpen={false} icon="webhook" iconType="duotone">
  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.

  <table className="mt-0">
    <tr>
      <th className="py-1 px-2">Models</th>
      <th className="py-1 px-2">Created</th>
      <th className="py-1 px-2">Updated</th>
      <th className="py-1 px-2">Deleted</th>
      <th className="py-1 px-6">API Reference</th>
    </tr>

    <tr>
      <td className="">`genericContact`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/contact/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericCompany`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/company/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericUser`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/user/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericWorkspace`</td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/workspace/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmOpportunity`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/opportunity/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmPipeline`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/pipeline/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmStage`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/stage/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmEngagement`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/engagement/event)
      </td>
    </tr>
  </table>
</Accordion>

## Proxy

<Check>
  **Supported** <br />
  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](./../api-reference/proxy/proxy-request-to-connector).
</Check>
