Automate Insightly for free on Stepper

New Contact

Triggers when a new contact is created in Insightly.

New Opportunity

Triggers when a new opportunity is created in Insightly.

Opportunity Stage Changed

Triggers when an opportunity is updated (stage may have changed).

New Task

Triggers when a new task is created in Insightly.

Create Contact

Creates a new contact in Insightly.

• 15 parameters
• First Name
• Last Name
• Email Address
• Phone
• Mobile Phone
• Job Title
• Organisation
• Owner
• Background
• LinkedIn URL
• Street Address
• City
• State
• Postcode
• Country

Update Contact

Updates an existing contact in Insightly.

• 10 parameters
• Contact
• First Name
• Last Name
• Email Address
• Phone
• Mobile Phone
• Job Title
• Organisation
• Owner
• Background

Find Contact

Finds a contact by email address or another field.

• 2 parameters
• Search Field
• Search Value

Create Organisation

Creates a new organisation in Insightly.

• 10 parameters
• Organisation Name
• Phone
• Website
• Background
• Owner
• Billing Street
• Billing City
• Billing State
• Billing Postcode
• Billing Country

Create Opportunity

Creates a new opportunity in Insightly.

• 12 parameters
• Opportunity Name
• Details
• State
• Value
• Currency
• Close Date
• Probability (%)
• Responsible User
• Owner
• Organisation
• Pipeline
• Stage

Move Opportunity Stage

Moves an opportunity to a different pipeline stage.

• 3 parameters
• Opportunity
• Pipeline
• Stage

Create Task

Creates a new task in Insightly.

• 10 parameters
• Task Title
• Details
• Status
• Priority
• Due Date
• Responsible User
• Owner
• Project
• Opportunity
• % Complete

Create Project

Creates a new project in Insightly.

• 8 parameters
• Project Name
• Status
• Details
• Start Date
• Completed Date
• Responsible User
• Owner
• Category

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.