AI agents for Insightly CRM

Find contacts

Lists contacts whose field equals a value (like EMAIL_ADDRESS = jane@acme.com, LAST_NAME = Smith or ORGANISATION_ID = 123; custom fields by their API name), or changed since a time, or all contacts.

Get a contact

Reads one contact by its ID with names, emails, phones, addresses, background, organization, owner, last and next activity dates, custom fields, tags, important dates and links to other records.

Find organizations

Lists organizations (companies) whose field equals a value (like ORGANISATION_NAME = Acme Ltd, WEBSITE or PHONE), or changed since a time.

Find leads

Lists leads whose field equals a value (like EMAIL = jane@acme.com, LEAD_STATUS_ID or LEAD_RATING), or changed since a time.

Find opportunities

Lists opportunities (deals) whose field equals a value (like OPPORTUNITY_STATE = OPEN, ORGANISATION_ID, RESPONSIBLE_USER_ID, PIPELINE_ID or STAGE_ID), or changed since a time.

List pipelines

Lists the instance's pipelines.

List pipeline stages

Lists every pipeline's stages, to find a STAGE_ID before moving an opportunity.

List users

Lists the instance's users, to find an owner or responsible user ID.

Create a contact

Creates a contact with a first name and optionally a last name, email, phones, job title, organization (by ID), background and mailing address.

Update a contact

Changes a contact by its ID; only the fields given change (Insightly v3.1 partial update).

Create an organization

Creates an organization (company) with a name and optionally a website, phone, background, owner and billing address.

Create an opportunity

Opens an opportunity (deal) with a name and optionally details, bid amount and currency, probability, forecast close date, responsible user and organization.

Update an opportunity

Changes an opportunity by its ID; only the fields given change.

Set an opportunity's stage

Moves an opportunity to a pipeline stage (from List pipeline stages).

Add a note

Logs a note with a title and body on a contact, organization, opportunity or lead.

Create a task

Creates a task with a title and optionally details, due date, priority (1 low, 2 medium, 3 high), status, responsible user and the opportunity or contact it is about.