🧩 Product Overview
Insightly is a CRM & project management platform that helps teams manage contacts, leads, opportunities, tasks, projects, and relationships. This integration enables workflows to react to record events (creation, update, deletion), as well as to create, update, and find records in Insightly.
⚠️ Important Note for Contributors
This feature must be submitted as a Piece following the Activepieces architecture. Submissions not following this format will not be accepted. Please make sure to review the Piece Development Guidelines before starting development.
🚨 Triggers
| Trigger Name |
Description |
| New Record |
Fires when a new record is created in Insightly (for a specified object). |
| Updated Record |
Fires when an existing record is updated. |
| Deleted Record |
Fires when a record is deleted. |
🛠️ Write Actions
| Action |
Description |
| Create Record |
Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.).. |
| Update Record |
Update an existing record’s fields. . |
| Get Record |
Gets Record by ID. |
| Delete Record |
Deletes record. |
🔍 Search / Read Actions
| Action Name |
Description |
| Find Record |
Look up an existing record (of a specified object) by a search field & value. |
📚 API Reference
🧪 Test Account Access
🧑💻 New to Activepieces?
Activepieces is the leading open source AI automation platform. We have many apps (we call them Pieces), that are available within the builder and as MCPs. These apps are build with our TypeScript framework and are easy to build. Once they're merged to our repo, they will available as pieces in our automation builder and as MCPs to be used with AI agents and MCP clients.
We welcome contributions and in fact, we get excited over them. Start your journey here: https://www.activepieces.com/docs/developers/building-pieces/overview
🧩 Product Overview
Insightly is a CRM & project management platform that helps teams manage contacts, leads, opportunities, tasks, projects, and relationships. This integration enables workflows to react to record events (creation, update, deletion), as well as to create, update, and find records in Insightly.
⚠️ Important Note for Contributors
This feature must be submitted as a Piece following the Activepieces architecture. Submissions not following this format will not be accepted. Please make sure to review the Piece Development Guidelines before starting development.
🚨 Triggers
🛠️ Write Actions
🔍 Search / Read Actions
📚 API Reference
🧪 Test Account Access
🧑💻 New to Activepieces?
Activepieces is the leading open source AI automation platform. We have many apps (we call them Pieces), that are available within the builder and as MCPs. These apps are build with our TypeScript framework and are easy to build. Once they're merged to our repo, they will available as pieces in our automation builder and as MCPs to be used with AI agents and MCP clients.
We welcome contributions and in fact, we get excited over them. Start your journey here: https://www.activepieces.com/docs/developers/building-pieces/overview