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- Build
- HTTP Request
- How connector nodes work
- Create a connection
- Sales and customer relationships
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- Messaging and meetings
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- Projects, collaboration, and code
- People and recruiting
- Finance and commerce
- AI models and agents
- Speech, vision, and language
- Data and location
- Cloud, identity, and security
- Deploy and run
- Examples
- Reference
Insightly CRM
Look up the Insightly CRM connector: its actions and events in alphabetical order, and the sign-in methods of an Insightly CRM connection.
The Insightly CRM connector lets a workflow manage leads and opportunities. In the Add node panel, it's in the Connector category, under Insightly CRM. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Insightly CRM.
| Action | What it does |
|---|---|
| Create a Lead | Add a lead to the Insightly CRM. |
| Create an Opportunity | Add a new opportunity to Insightly CRM. |
| Delete Record | Deletes a record in Insightly CRM. |
| Get Record | Retrieves a record in Insightly CRM. |
| Insert Record | Insert a new record in Insightly CRM. |
| Link an Opportunity to Contact | Create a link between an opportunity and a contact in Insightly CRM. |
| List All Records | List all records in Insightly CRM. |
| Replace Record | Replace a record in Insightly CRM. |
| Update a Lead | Update an existing lead in Insightly CRM. |
| Update an Opportunity | Update an existing opportunity in Insightly CRM. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Lead Created | Trigger when a new lead is created in Insightly CRM. |
| Lead Updated | Trigger when a lead is updated in Insightly CRM. |
| Opportunity Created | Trigger when a new Opportunity is created in Insightly CRM. |
| Opportunity Updated | Trigger when an opportunity is updated in Insightly CRM. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
Connection
An Insightly CRM node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| API Key | API Key. |
Insightly CRM authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.