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Insightly

App · CRM Systems · 15 actions

Keep Insightly CRM up to date from your workflows: create, update and find contacts, organizations, leads and opportunities, add tasks and notes, and delete records.

Actions

ActionWhat it does
Add noteLog a note on a contact, organization, lead, opportunity or project.
Create contactAdd a person to Insightly, optionally at an organization.
Create leadAdd a lead: someone who might become a customer.
Create opportunityAdd a deal you're working on, optionally with an organization and a contact.
Create organizationAdd a company or other organization to Insightly.
Create taskAdd a to-do, optionally about a contact, organization, lead, opportunity or project.
Delete recordPermanently delete a contact, organization, lead, opportunity, project, task or note.
Find contactsLook up contacts by email, name, phone or another field, or by tag.
Find leadsLook up leads by email, name, company or phone, or by tag.
Find opportunitiesLook up deals by name, state or organization, or by tag.
Find organizationsLook up organizations by name, website or phone, or by tag.
Update contactChange a contact's details.
Update leadChange a lead's details or status.
Update opportunityChange a deal's details, or mark it won or lost.
Update organizationChange an organization's details.

Add note

Log a note on a contact, organization, lead, opportunity or project.

Inputs

Record typerecord_typetextRequired
What the note is about.One of: contact, organization, lead, opportunity, project.
Recordrecord_idtextRequired
Which one. Pick it, or pass its id from an earlier step.
TitletitletextRequired
A short summary.
Notebodytext
The note itself.

Outputs

BODYtext
The note itself.
DATE_CREATED_UTCtext
When it was added (UTC).
NOTE_IDnumber
The note's id.
TITLEtext
Title.
Example output
{
  "BODY": "Wants the annual plan; decision by end of quarter.",
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "NOTE_ID": 87654321,
  "TITLE": "Discovery call"
}

Create contact

Add a person to Insightly, optionally at an organization.

Inputs

First namefirst_nametextRequired
First name.
Last namelast_nametext
Last name.
Emailemailtext
Email address.
Phonephonetext
Phone number.
Mobile phonemobile_phonetext
Mobile phone number.
Job titlejob_titletext
Job title.
Organizationorganization_idtext
The organization. Pick one, or pass an ORGANISATION_ID from an earlier step.
Backgroundbackgroundtext
Background notes about the contact.
Birthdaybirthdaydate
Date of birth.
LinkedInlinkedin_urltext
LinkedIn profile URL.
Streetstreettext
The contact's street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Tagstagslist
Tags to put on the contact.
Custom fieldscustom_fieldsobject
Values for your own contact fields in Insightly. Fields left empty aren't changed.

Outputs

ADDRESS_MAIL_CITYtext
City.
ADDRESS_MAIL_COUNTRYtext
Country.
ADDRESS_MAIL_POSTCODEtext
Postal code.
ADDRESS_MAIL_STATEtext
State or region.
ADDRESS_MAIL_STREETtext
Street.
BACKGROUNDtext
Background notes.
CONTACT_IDnumber
The contact's id, which Update contact and Add note take.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_OF_BIRTHtext
Date of birth.
DATE_UPDATED_UTCtext
When it was last changed (UTC).
EMAIL_ADDRESStext
Email address.
FIRST_NAMEtext
First name.
LAST_NAMEtext
Last name.
ORGANISATION_IDnumber
The organization the contact works for.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
PHONE_MOBILEtext
Mobile phone.
SOCIAL_LINKEDINtext
LinkedIn profile.
TAGSlist
The record's tags.
TITLEtext
Job title.
Example output
{
  "CONTACT_ID": 312345678,
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "EMAIL_ADDRESS": "ada@example.com",
  "FIRST_NAME": "Ada",
  "LAST_NAME": "Lovelace",
  "ORGANISATION_ID": 176543210,
  "OWNER_USER_ID": 1234567,
  "PHONE": "+1 415 555 0100",
  "TAGS": [
    {
      "TAG_NAME": "customer"
    }
  ],
  "TITLE": "Head of Engineering"
}

Create lead

Add a lead: someone who might become a customer. Status and source default to your account's defaults.

Inputs

Last namelast_nametextRequired
Last name.
First namefirst_nametext
First name.
Emailemailtext
Email address.
Phonephonetext
Phone number.
Companycompanytext
The company they work for.
Job titlejob_titletext
Job title.
Websitewebsitetext
Website, e.g. https://example.com.
Industryindustrytext
Industry.
Employee countemployee_countnumber
How many people the company employs.At least 0.
Ratingratingnumber
How promising the lead is, 1 to 5 stars.From 1 to 5.
Descriptiondescriptiontext
What the lead is about.
Statuslead_status_idtext
The lead's status. Leave empty for your account's default.
Sourcelead_source_idtext
Where the lead came from. Leave empty for your account's default.
Assigned toassigned_totext
The Insightly user responsible for it.
Streetstreettext
The lead's street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Tagstagslist
Tags to put on the lead.
Custom fieldscustom_fieldsobject
Values for your own lead fields in Insightly. Fields left empty aren't changed.

Outputs

CONVERTEDtrue/false
True once the lead has been converted.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
EMAILtext
Email address.
EMPLOYEE_COUNTnumber
Number of employees.
FIRST_NAMEtext
First name.
INDUSTRYtext
Industry.
LAST_NAMEtext
Last name.
LEAD_DESCRIPTIONtext
Description.
LEAD_IDnumber
The lead's id.
LEAD_RATINGnumber
Rating, 1 to 5.
LEAD_SOURCE_IDnumber
Where the lead came from.
LEAD_STATUS_IDnumber
The lead status.
ORGANISATION_NAMEtext
Company name.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
RESPONSIBLE_USER_IDnumber
The user the lead is assigned to.
TAGSlist
The record's tags.
TITLEtext
Job title.
WEBSITEtext
Website.
Example output
{
  "CONVERTED": false,
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "EMAIL": "grace@example.com",
  "FIRST_NAME": "Grace",
  "LAST_NAME": "Hopper",
  "LEAD_ID": 45678901,
  "LEAD_RATING": 4,
  "LEAD_SOURCE_ID": 2345678,
  "LEAD_STATUS_ID": 3456789,
  "ORGANISATION_NAME": "Compilers Inc",
  "OWNER_USER_ID": 1234567,
  "TAGS": []
}

Create opportunity

Add a deal you're working on, optionally with an organization and a contact.

Inputs

NamenametextRequired
The opportunity's name.
Detailsdetailstext
What the deal is about.
Organizationorganization_idtext
The organization. Pick one, or pass an ORGANISATION_ID from an earlier step.
Contactcontact_idtext
The main contact for the deal.
Statestatetext
Where the deal stands.One of: OPEN, WON, LOST, SUSPENDED, ABANDONED.
Valuevaluenumber
What the deal is worth (per period, for a per-period bid).At least 0.
Currencycurrencytext
The currency of the value. Leave empty for your account's currency.
Bid typebid_typetext
How the value is charged.One of: Fixed Bid, Per Hour, Per Day, Per Week, Per Month, Per Year.
Bid durationbid_durationnumber
For a per-period bid, how many periods (e.g. 6 for 6 months).At least 1.
Probabilityprobabilitynumber
The chance of winning it, 0 to 100 (%).From 0 to 100.
Expected close dateforecast_close_datedate
When you expect it to close.
Categorycategory_idtext
The opportunity's category.
Assigned toassigned_totext
The Insightly user responsible for it.
Tagstagslist
Tags to put on the opportunity.
Custom fieldscustom_fieldsobject
Values for your own opportunity fields in Insightly. Fields left empty aren't changed.

Outputs

ACTUAL_CLOSE_DATEtext
When it closed.
BID_AMOUNTnumber
The value of the deal.
BID_CURRENCYtext
Currency code, e.g. USD.
BID_DURATIONnumber
How many hours, days... a per-period bid covers.
BID_TYPEtext
Fixed Bid, or Per Hour, Day, Week, Month or Year.
CATEGORY_IDnumber
Its category.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
FORECAST_CLOSE_DATEtext
When it is expected to close.
OPPORTUNITY_DETAILStext
Details.
OPPORTUNITY_IDnumber
The opportunity's id.
OPPORTUNITY_NAMEtext
Name.
OPPORTUNITY_STATEtext
OPEN, WON, LOST, SUSPENDED or ABANDONED.
OPPORTUNITY_VALUEnumber
The total value Insightly works out.
ORGANISATION_IDnumber
The organization it is with.
OWNER_USER_IDnumber
The user who owns the record.
PIPELINE_IDnumber
Its pipeline.
PROBABILITYnumber
Chance of winning, 0 to 100.
RESPONSIBLE_USER_IDnumber
The user it is assigned to.
STAGE_IDnumber
Its pipeline stage.
TAGSlist
The record's tags.
Example output
{
  "BID_AMOUNT": 12000,
  "BID_CURRENCY": "USD",
  "BID_TYPE": "Fixed Bid",
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "FORECAST_CLOSE_DATE": "2026-12-31 00:00:00",
  "OPPORTUNITY_ID": 23456789,
  "OPPORTUNITY_NAME": "Analytical Engines - annual plan",
  "OPPORTUNITY_STATE": "OPEN",
  "OPPORTUNITY_VALUE": 12000,
  "ORGANISATION_ID": 176543210,
  "OWNER_USER_ID": 1234567,
  "PROBABILITY": 60,
  "RESPONSIBLE_USER_ID": 1234567,
  "TAGS": []
}

Create organization

Add a company or other organization to Insightly.

Inputs

NamenametextRequired
The organization's name.
Phonephonetext
Phone number.
Websitewebsitetext
Website, e.g. https://example.com.
Backgroundbackgroundtext
Background notes about the organization.
LinkedInlinkedin_urltext
LinkedIn profile URL.
Streetstreettext
The organization's billing street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Tagstagslist
Tags to put on the organization.
Custom fieldscustom_fieldsobject
Values for your own organization fields in Insightly. Fields left empty aren't changed.

Outputs

ADDRESS_BILLING_CITYtext
City.
ADDRESS_BILLING_COUNTRYtext
Country.
ADDRESS_BILLING_POSTCODEtext
Postal code.
ADDRESS_BILLING_STATEtext
State or region.
ADDRESS_BILLING_STREETtext
Street.
BACKGROUNDtext
Background notes.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
ORGANISATION_IDnumber
The organization's id, which a contact or opportunity can be linked to.
ORGANISATION_NAMEtext
Name.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
SOCIAL_LINKEDINtext
LinkedIn page.
TAGSlist
The record's tags.
WEBSITEtext
Website.
Example output
{
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "ORGANISATION_ID": 176543210,
  "ORGANISATION_NAME": "Analytical Engines Ltd",
  "OWNER_USER_ID": 1234567,
  "PHONE": "+1 415 555 0101",
  "TAGS": [],
  "WEBSITE": "https://example.com"
}

Create task

Add a to-do, optionally about a contact, organization, lead, opportunity or project. It's assigned to you unless you pick someone else.

Inputs

TitletitletextRequired
What needs doing.
Detailsdetailstext
More detail.
Due datedue_datedate
When it's due.
Start datestart_datedate
When to start it.
Statusstatustext
Default: Not started.One of: NOT STARTED, IN PROGRESS, WAITING, DEFERRED, COMPLETED.
Priorityprioritytext
How urgent it is.One of: 1 (Low), 2 (Medium), 3 (High).
Categorycategory_idtext
The task's category.
Assigned toassigned_totext
The Insightly user responsible for it.
Reminderreminderdate and time
When Insightly should remind the person it's assigned to.
Related torelated_typetext
What kind of record the task is about, if any.One of: contact, organization, lead, opportunity, project.
Related recordrelated_idtext
Which record the task is about.

Outputs

COMPLETEDtrue/false
True once done.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
DETAILStext
Details.
DUE_DATEtext
When it is due.
OPPORTUNITY_IDnumber
The opportunity it is about, if any.
OWNER_USER_IDnumber
The user who owns the record.
PRIORITYnumber
1 (low), 2 (medium) or 3 (high).
PROJECT_IDnumber
The project it is about, if any.
RESPONSIBLE_USER_IDnumber
The user it is assigned to.
START_DATEtext
When it starts.
STATUStext
NOT STARTED, IN PROGRESS, WAITING, DEFERRED or COMPLETED.
TASK_IDnumber
The task's id.
TITLEtext
Title.
Example output
{
  "COMPLETED": false,
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "DUE_DATE": "2026-09-25 00:00:00",
  "OWNER_USER_ID": 1234567,
  "PRIORITY": 2,
  "RESPONSIBLE_USER_ID": 1234567,
  "STATUS": "NOT STARTED",
  "TASK_ID": 98765432,
  "TITLE": "Send Ada the proposal"
}

Delete record

Permanently delete a contact, organization, lead, opportunity, project, task or note. Deleting one that's already gone succeeds.

Inputs

Record typerecord_typetextRequired
What to delete.One of: contact, organization, lead, opportunity, project, task, note.
Recordrecord_idtextRequired
Which one. Pick it, or pass its id from an earlier step.

Outputs

already_deletedtrue/false
True if it was already gone (Insightly answered 404) rather than deleted by this step.
deletedtrue/false
True once the record is gone.
record_idnumber
The id deleted.
record_typetext
The kind of record deleted.
Example output
{
  "already_deleted": false,
  "deleted": true,
  "record_id": 312345678,
  "record_type": "contact"
}

Find contacts

Look up contacts by email, name, phone or another field, or by tag.

Inputs

Search bysearch_bytext
The contact field to match. Leave empty to list every contact.One of: EMAIL_ADDRESS (Email), FIRST_NAME (First name), LAST_NAME (Last name), PHONE, PHONE_MOBILE (Mobile phone), TITLE (Job title), ORGANISATION_ID (Organization ID), TAG.
Valuevaluetext
The value to look for. It has to match exactly.
Changed sinceupdated_afterdate and time
Only contacts changed after this moment. Can't be combined with a tag search.
Limitlimitnumber
How many to return, 1 to 500. Default 100.From 1 to 500.
Skipskipnumber
Skip this many matches first, to get the next page.At least 0.

Outputs

countnumber
How many contacts matched (in this page).
firstobject
The first matching contact, or empty when none matched. Handy for a follow-up step that updates it.
recordslist
The matching contacts.
Example output
{
  "count": 1,
  "first": {
    "CONTACT_ID": 312345678,
    "CUSTOMFIELDS": [],
    "DATE_CREATED_UTC": "2026-09-21 16:42:49",
    "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
    "EMAIL_ADDRESS": "ada@example.com",
    "FIRST_NAME": "Ada",
    "LAST_NAME": "Lovelace",
    "ORGANISATION_ID": 176543210,
    "OWNER_USER_ID": 1234567,
    "PHONE": "+1 415 555 0100",
    "TAGS": [
      {
        "TAG_NAME": "customer"
      }
    ],
    "TITLE": "Head of Engineering"
  },
  "records": [
    {
      "CONTACT_ID": 312345678,
      "CUSTOMFIELDS": [],
      "DATE_CREATED_UTC": "2026-09-21 16:42:49",
      "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
      "EMAIL_ADDRESS": "ada@example.com",
      "FIRST_NAME": "Ada",
      "LAST_NAME": "Lovelace",
      "ORGANISATION_ID": 176543210,
      "OWNER_USER_ID": 1234567,
      "PHONE": "+1 415 555 0100",
      "TAGS": [
        {
          "TAG_NAME": "customer"
        }
      ],
      "TITLE": "Head of Engineering"
    }
  ]
}

Find leads

Look up leads by email, name, company or phone, or by tag.

Inputs

Search bysearch_bytext
The lead field to match. Leave empty to list every lead.One of: EMAIL, FIRST_NAME (First name), LAST_NAME (Last name), ORGANISATION_NAME (Name), PHONE, TAG.
Valuevaluetext
The value to look for. It has to match exactly.
Changed sinceupdated_afterdate and time
Only leads changed after this moment. Can't be combined with a tag search.
Limitlimitnumber
How many to return, 1 to 500. Default 100.From 1 to 500.
Skipskipnumber
Skip this many matches first, to get the next page.At least 0.

Outputs

countnumber
How many leads matched (in this page).
firstobject
The first matching lead, or empty when none matched. Handy for a follow-up step that updates it.
recordslist
The matching leads.
Example output
{
  "count": 1,
  "first": {
    "CONVERTED": false,
    "CUSTOMFIELDS": [],
    "DATE_CREATED_UTC": "2026-09-21 16:42:49",
    "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
    "EMAIL": "grace@example.com",
    "FIRST_NAME": "Grace",
    "LAST_NAME": "Hopper",
    "LEAD_ID": 45678901,
    "LEAD_RATING": 4,
    "LEAD_SOURCE_ID": 2345678,
    "LEAD_STATUS_ID": 3456789,
    "ORGANISATION_NAME": "Compilers Inc",
    "OWNER_USER_ID": 1234567,
    "TAGS": []
  },
  "records": [
    {
      "CONVERTED": false,
      "CUSTOMFIELDS": [],
      "DATE_CREATED_UTC": "2026-09-21 16:42:49",
      "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
      "EMAIL": "grace@example.com",
      "FIRST_NAME": "Grace",
      "LAST_NAME": "Hopper",
      "LEAD_ID": 45678901,
      "LEAD_RATING": 4,
      "LEAD_SOURCE_ID": 2345678,
      "LEAD_STATUS_ID": 3456789,
      "ORGANISATION_NAME": "Compilers Inc",
      "OWNER_USER_ID": 1234567,
      "TAGS": []
    }
  ]
}

Find opportunities

Look up deals by name, state or organization, or by tag.

Inputs

Search bysearch_bytext
The opportunity field to match. Leave empty to list every opportunity.One of: OPPORTUNITY_NAME (Name), OPPORTUNITY_STATE (State (Open, Won, Lost, Suspended or Abandoned)), ORGANISATION_ID (Organization ID), TAG.
Valuevaluetext
The value to look for. It has to match exactly.
Changed sinceupdated_afterdate and time
Only opportunities changed after this moment. Can't be combined with a tag search.
Limitlimitnumber
How many to return, 1 to 500. Default 100.From 1 to 500.
Skipskipnumber
Skip this many matches first, to get the next page.At least 0.

Outputs

countnumber
How many opportunities matched (in this page).
firstobject
The first matching opportunity, or empty when none matched. Handy for a follow-up step that updates it.
recordslist
The matching opportunities.
Example output
{
  "count": 1,
  "first": {
    "BID_AMOUNT": 12000,
    "BID_CURRENCY": "USD",
    "BID_TYPE": "Fixed Bid",
    "CUSTOMFIELDS": [],
    "DATE_CREATED_UTC": "2026-09-21 16:42:49",
    "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
    "FORECAST_CLOSE_DATE": "2026-12-31 00:00:00",
    "OPPORTUNITY_ID": 23456789,
    "OPPORTUNITY_NAME": "Analytical Engines - annual plan",
    "OPPORTUNITY_STATE": "OPEN",
    "OPPORTUNITY_VALUE": 12000,
    "ORGANISATION_ID": 176543210,
    "OWNER_USER_ID": 1234567,
    "PROBABILITY": 60,
    "RESPONSIBLE_USER_ID": 1234567,
    "TAGS": []
  },
  "records": [
    {
      "BID_AMOUNT": 12000,
      "BID_CURRENCY": "USD",
      "BID_TYPE": "Fixed Bid",
      "CUSTOMFIELDS": [],
      "DATE_CREATED_UTC": "2026-09-21 16:42:49",
      "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
      "FORECAST_CLOSE_DATE": "2026-12-31 00:00:00",
      "OPPORTUNITY_ID": 23456789,
      "OPPORTUNITY_NAME": "Analytical Engines - annual plan",
      "OPPORTUNITY_STATE": "OPEN",
      "OPPORTUNITY_VALUE": 12000,
      "ORGANISATION_ID": 176543210,
      "OWNER_USER_ID": 1234567,
      "PROBABILITY": 60,
      "RESPONSIBLE_USER_ID": 1234567,
      "TAGS": []
    }
  ]
}

Find organizations

Look up organizations by name, website or phone, or by tag.

Inputs

Search bysearch_bytext
The organization field to match. Leave empty to list every organization.One of: ORGANISATION_NAME (Name), WEBSITE, PHONE, TAG.
Valuevaluetext
The value to look for. It has to match exactly.
Changed sinceupdated_afterdate and time
Only organizations changed after this moment. Can't be combined with a tag search.
Limitlimitnumber
How many to return, 1 to 500. Default 100.From 1 to 500.
Skipskipnumber
Skip this many matches first, to get the next page.At least 0.

Outputs

countnumber
How many organizations matched (in this page).
firstobject
The first matching organization, or empty when none matched. Handy for a follow-up step that updates it.
recordslist
The matching organizations.
Example output
{
  "count": 1,
  "first": {
    "CUSTOMFIELDS": [],
    "DATE_CREATED_UTC": "2026-09-21 16:42:49",
    "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
    "ORGANISATION_ID": 176543210,
    "ORGANISATION_NAME": "Analytical Engines Ltd",
    "OWNER_USER_ID": 1234567,
    "PHONE": "+1 415 555 0101",
    "TAGS": [],
    "WEBSITE": "https://example.com"
  },
  "records": [
    {
      "CUSTOMFIELDS": [],
      "DATE_CREATED_UTC": "2026-09-21 16:42:49",
      "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
      "ORGANISATION_ID": 176543210,
      "ORGANISATION_NAME": "Analytical Engines Ltd",
      "OWNER_USER_ID": 1234567,
      "PHONE": "+1 415 555 0101",
      "TAGS": [],
      "WEBSITE": "https://example.com"
    }
  ]
}

Update contact

Change a contact's details. Only the fields you fill in change.

Inputs

Contactcontact_idtextRequired
The contact. Pick one, or pass a CONTACT_ID from an earlier step.
First namefirst_nametext
First name.
Last namelast_nametext
Last name.
Emailemailtext
Email address.
Phonephonetext
Phone number.
Mobile phonemobile_phonetext
Mobile phone number.
Job titlejob_titletext
Job title.
Organizationorganization_idtext
The organization. Pick one, or pass an ORGANISATION_ID from an earlier step.
Backgroundbackgroundtext
Background notes about the contact.
Birthdaybirthdaydate
Date of birth.
LinkedInlinkedin_urltext
LinkedIn profile URL.
Streetstreettext
The contact's street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Add tagsadd_tagslist
Tags to add. The contact's existing tags are kept.
Custom fieldscustom_fieldsobject
Values for your own contact fields in Insightly. Fields left empty aren't changed.

Outputs

ADDRESS_MAIL_CITYtext
City.
ADDRESS_MAIL_COUNTRYtext
Country.
ADDRESS_MAIL_POSTCODEtext
Postal code.
ADDRESS_MAIL_STATEtext
State or region.
ADDRESS_MAIL_STREETtext
Street.
BACKGROUNDtext
Background notes.
CONTACT_IDnumber
The contact's id, which Update contact and Add note take.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_OF_BIRTHtext
Date of birth.
DATE_UPDATED_UTCtext
When it was last changed (UTC).
EMAIL_ADDRESStext
Email address.
FIRST_NAMEtext
First name.
LAST_NAMEtext
Last name.
ORGANISATION_IDnumber
The organization the contact works for.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
PHONE_MOBILEtext
Mobile phone.
SOCIAL_LINKEDINtext
LinkedIn profile.
TAGSlist
The record's tags.
TITLEtext
Job title.
Example output
{
  "CONTACT_ID": 312345678,
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "EMAIL_ADDRESS": "ada@example.com",
  "FIRST_NAME": "Ada",
  "LAST_NAME": "Lovelace",
  "ORGANISATION_ID": 176543210,
  "OWNER_USER_ID": 1234567,
  "PHONE": "+1 415 555 0100",
  "TAGS": [
    {
      "TAG_NAME": "customer"
    }
  ],
  "TITLE": "Head of Engineering"
}

Update lead

Change a lead's details or status. Only the fields you fill in change.

Inputs

Leadlead_idtextRequired
The lead. Pick one, or pass a LEAD_ID from an earlier step.
Last namelast_nametext
Last name.
First namefirst_nametext
First name.
Emailemailtext
Email address.
Phonephonetext
Phone number.
Companycompanytext
The company they work for.
Job titlejob_titletext
Job title.
Websitewebsitetext
Website, e.g. https://example.com.
Industryindustrytext
Industry.
Employee countemployee_countnumber
How many people the company employs.At least 0.
Ratingratingnumber
How promising the lead is, 1 to 5 stars.From 1 to 5.
Descriptiondescriptiontext
What the lead is about.
Statuslead_status_idtext
The lead's status. Leave empty for your account's default.
Sourcelead_source_idtext
Where the lead came from. Leave empty for your account's default.
Assigned toassigned_totext
The Insightly user responsible for it.
Streetstreettext
The lead's street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Add tagsadd_tagslist
Tags to add. The lead's existing tags are kept.
Custom fieldscustom_fieldsobject
Values for your own lead fields in Insightly. Fields left empty aren't changed.

Outputs

CONVERTEDtrue/false
True once the lead has been converted.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
EMAILtext
Email address.
EMPLOYEE_COUNTnumber
Number of employees.
FIRST_NAMEtext
First name.
INDUSTRYtext
Industry.
LAST_NAMEtext
Last name.
LEAD_DESCRIPTIONtext
Description.
LEAD_IDnumber
The lead's id.
LEAD_RATINGnumber
Rating, 1 to 5.
LEAD_SOURCE_IDnumber
Where the lead came from.
LEAD_STATUS_IDnumber
The lead status.
ORGANISATION_NAMEtext
Company name.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
RESPONSIBLE_USER_IDnumber
The user the lead is assigned to.
TAGSlist
The record's tags.
TITLEtext
Job title.
WEBSITEtext
Website.
Example output
{
  "CONVERTED": false,
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "EMAIL": "grace@example.com",
  "FIRST_NAME": "Grace",
  "LAST_NAME": "Hopper",
  "LEAD_ID": 45678901,
  "LEAD_RATING": 4,
  "LEAD_SOURCE_ID": 2345678,
  "LEAD_STATUS_ID": 3456789,
  "ORGANISATION_NAME": "Compilers Inc",
  "OWNER_USER_ID": 1234567,
  "TAGS": []
}

Update opportunity

Change a deal's details, or mark it won or lost. Only the fields you fill in change.

Inputs

Opportunityopportunity_idtextRequired
The opportunity. Pick one, or pass an OPPORTUNITY_ID from an earlier step.
Namenametext
The opportunity's name.
Detailsdetailstext
What the deal is about.
Organizationorganization_idtext
The organization. Pick one, or pass an ORGANISATION_ID from an earlier step.
Statestatetext
Where the deal stands.One of: OPEN, WON, LOST, SUSPENDED, ABANDONED.
Valuevaluenumber
What the deal is worth (per period, for a per-period bid).At least 0.
Currencycurrencytext
The currency of the value. Leave empty for your account's currency.
Bid typebid_typetext
How the value is charged.One of: Fixed Bid, Per Hour, Per Day, Per Week, Per Month, Per Year.
Bid durationbid_durationnumber
For a per-period bid, how many periods (e.g. 6 for 6 months).At least 1.
Probabilityprobabilitynumber
The chance of winning it, 0 to 100 (%).From 0 to 100.
Expected close dateforecast_close_datedate
When you expect it to close.
Categorycategory_idtext
The opportunity's category.
Assigned toassigned_totext
The Insightly user responsible for it.
Add tagsadd_tagslist
Tags to add. The opportunity's existing tags are kept.
Custom fieldscustom_fieldsobject
Values for your own opportunity fields in Insightly. Fields left empty aren't changed.

Outputs

ACTUAL_CLOSE_DATEtext
When it closed.
BID_AMOUNTnumber
The value of the deal.
BID_CURRENCYtext
Currency code, e.g. USD.
BID_DURATIONnumber
How many hours, days... a per-period bid covers.
BID_TYPEtext
Fixed Bid, or Per Hour, Day, Week, Month or Year.
CATEGORY_IDnumber
Its category.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
FORECAST_CLOSE_DATEtext
When it is expected to close.
OPPORTUNITY_DETAILStext
Details.
OPPORTUNITY_IDnumber
The opportunity's id.
OPPORTUNITY_NAMEtext
Name.
OPPORTUNITY_STATEtext
OPEN, WON, LOST, SUSPENDED or ABANDONED.
OPPORTUNITY_VALUEnumber
The total value Insightly works out.
ORGANISATION_IDnumber
The organization it is with.
OWNER_USER_IDnumber
The user who owns the record.
PIPELINE_IDnumber
Its pipeline.
PROBABILITYnumber
Chance of winning, 0 to 100.
RESPONSIBLE_USER_IDnumber
The user it is assigned to.
STAGE_IDnumber
Its pipeline stage.
TAGSlist
The record's tags.
Example output
{
  "BID_AMOUNT": 12000,
  "BID_CURRENCY": "USD",
  "BID_TYPE": "Fixed Bid",
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "FORECAST_CLOSE_DATE": "2026-12-31 00:00:00",
  "OPPORTUNITY_ID": 23456789,
  "OPPORTUNITY_NAME": "Analytical Engines - annual plan",
  "OPPORTUNITY_STATE": "OPEN",
  "OPPORTUNITY_VALUE": 12000,
  "ORGANISATION_ID": 176543210,
  "OWNER_USER_ID": 1234567,
  "PROBABILITY": 60,
  "RESPONSIBLE_USER_ID": 1234567,
  "TAGS": []
}

Update organization

Change an organization's details. Only the fields you fill in change.

Inputs

Organizationorganization_idtextRequired
The organization. Pick one, or pass an ORGANISATION_ID from an earlier step.
Namenametext
The organization's name.
Phonephonetext
Phone number.
Websitewebsitetext
Website, e.g. https://example.com.
Backgroundbackgroundtext
Background notes about the organization.
LinkedInlinkedin_urltext
LinkedIn profile URL.
Streetstreettext
The organization's billing street address.
Citycitytext
City.
Statestatetext
State, province or region.
Postal codepostal_codetext
ZIP or postal code.
Countrycountrytext
Country.
Add tagsadd_tagslist
Tags to add. The organization's existing tags are kept.
Custom fieldscustom_fieldsobject
Values for your own organization fields in Insightly. Fields left empty aren't changed.

Outputs

ADDRESS_BILLING_CITYtext
City.
ADDRESS_BILLING_COUNTRYtext
Country.
ADDRESS_BILLING_POSTCODEtext
Postal code.
ADDRESS_BILLING_STATEtext
State or region.
ADDRESS_BILLING_STREETtext
Street.
BACKGROUNDtext
Background notes.
CUSTOMFIELDSlist
The record's custom field values.
DATE_CREATED_UTCtext
When it was created (UTC).
DATE_UPDATED_UTCtext
When it was last changed (UTC).
ORGANISATION_IDnumber
The organization's id, which a contact or opportunity can be linked to.
ORGANISATION_NAMEtext
Name.
OWNER_USER_IDnumber
The user who owns the record.
PHONEtext
Phone.
SOCIAL_LINKEDINtext
LinkedIn page.
TAGSlist
The record's tags.
WEBSITEtext
Website.
Example output
{
  "CUSTOMFIELDS": [],
  "DATE_CREATED_UTC": "2026-09-21 16:42:49",
  "DATE_UPDATED_UTC": "2026-09-21 16:42:49",
  "ORGANISATION_ID": 176543210,
  "ORGANISATION_NAME": "Analytical Engines Ltd",
  "OWNER_USER_ID": 1234567,
  "PHONE": "+1 415 555 0101",
  "TAGS": [],
  "WEBSITE": "https://example.com"
}

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