Insightly is an online small business CRM & project management software.

insightly.com
crm tier-2
Try Cloudpipes FREE for 14 days

Unlimited access to all features, so you can start automating your workflow.

Get started

Contacts

  • ID
    Salutation
    First Name
    Last Name
    Background
    Image URL
    Owner
    Created At
    Updated At
    Visible To
    Visible Team
    Link Role
    The role of the linked object. Set only for Find Linked Contacts pipes.
    Link Detail
    Details about the link between the objects. Set only for Find Linked Contacts pipes.
    Emails
    Phones
    Websites
  • Contact Created

    Triggers when a new Contact is created in the selected account.

  • Contact Updated

    Triggers when a Contact is updated in the selected account.

  • Create a Contact

    Creates a new Contact.

  • Update a Contact

    Updates the selected Contact.

  • Delete a Contact

    Deletes the selected Contact.

  • Find Linked Contacts

    Find all contacts linked from one of: Task, Opportunity, Note, Project, Organisation, Contact

  • Search Contacts

    Searches for Contacts in the selected account and returns a list.

Organisations

  • ID
    Name
    Background
    Image URL
    Owner
    Created At
    Updated At
    Visible To
    Visible Team
    Link Role
    The role of the linked object. Set only for Find Linked Organisations pipes.
    Link Detail
    Details about the link between the objects. Set only for Find Linked Organisations pipes.
  • Organisation Created

    Triggers when a new Organisation is created in the selected account.

  • Organisation Updated

    Triggers when a Organisation is updated in the selected account.

  • Create an Organisation

    Creates a new Organisation.

  • Update an Organisation

    Updates the selected Organisation.

  • Delete an Organisation

    Deletes the selected Organisation.

  • Find Linked Organisations

    Find all organisations linked from one of: Task, Opportunity, Note, Project, Contact, Organisation

  • Search Organisations

    Searches for Organisations in the selected account and returns a list.

Tasks

  • ID
    Title
    Category
    Due Date
    Completed Date Utc
    Publicly Visible
    Completed
    Project
    Details
    Status
    Priority
    Percent Complete
    Start Date
    Assigned By
    Parent Task
    Owner Visible
    Responsible User
    Assigned Team
    Assigned Date
    Owner
    Created At
    Updated At
    Reminder Date
    Reminder Sent
  • Task Created

    Triggers when a new Task is created in the selected account.

  • Task Updated

    Triggers when a Task is updated in the selected account.

  • Create a Task

    Creates a new Task.

  • Update a Task

    Updates the selected Task.

  • Delete a Task

    Deletes the selected Task.

  • Search Tasks

    Searches for Tasks in the selected account and returns a list.

Notes

  • ID
    Title
    Body
    Link Subject Type
    Link Subject
    Owner
    Created At
    Updated At
    Visible To
    Visible Team
  • Note Created

    Triggers when a new Note is created in the selected account.

  • Note Updated

    Triggers when a Note is updated in the selected account.

  • Create a Note

    Creates a new Note.

  • Update a Note

    Updates the selected Note.

  • Delete a Note

    Deletes the selected Note.

  • Search Notes

    Searches for Notes in the selected account and returns a list.

Leads

  • ID
    Salutation
    Title
    First Name
    Last Name
    Organization Name
    Phone Number
    Mobile Phone Number
    Fax Number
    Email Address
    Website URL
    Owner
    Converted
    Converted Date
    Converted Contact
    Converted Organization
    Converted Opportunity
    Responsible User
    Industry
    Lead Status
    Lead Source
    Employee Count
    Lead Rating
    Lead Description
    Address Street
    Address City
    Address State
    Address Postcode
    Address Country
    Visible To
    Visible Team
    Created At
    Updated At
    Image URL
  • Lead Created

    Triggers when a new Lead is created in the selected account.

  • Lead Updated

    Triggers when a Lead is updated in the selected account.

  • Create a Lead

    Creates a new Lead.

  • Update a Lead

    Updates the selected Lead.

  • Delete a Lead

    Deletes the selected Lead.

  • Get By Email

    Searches for a single Lead by Email.

  • Find Linked Leads

    Find all leads linked from one of: Task, Note

  • Search Leads

    Searches for Leads in the selected account and returns a list.

Opportunities

  • ID
    Name
    Details
    Probability
    Bid Currency
    Bid Amount
    Bid Type
    Bid Duration
    Forecast Close Date
    Actual Close Date
    Category
    Pipeline
    Pipeline Stage
    Select a pipeline before choosing a stage.
    State
    Image URL
    Responsible User
    Owner
    Created At
    Updated At
    Visible To
    Visible Team
    Link Role
    The role of the linked object. Set only for Find Linked Opportunities pipes.
    Link Detail
    Details about the link between the objects. Set only for Find Linked Opportunities pipes.
  • Opportunity Created

    Triggers when a new Opportunity is created in the selected account.

  • Opportunity Updated

    Triggers when a Opportunity is updated in the selected account.

  • Create an Opportunity

    Creates a new Opportunity.

  • Update an Opportunity

    Updates the selected Opportunity.

  • Delete an Opportunity

    Deletes the selected Opportunity.

  • Find Linked Opportunities

    Find all opportunities linked from one of: Task, Opportunity, Note, Project, Organisation, Contact

  • Search Opportunities

    Searches for Opportunities in the selected account and returns a list.

Projects

  • ID
    Name
    Status
    Project Details
    Opportunity
    Started Date
    Completed Date
    Image URL
    Responsible User
    Owner
    Created At
    Updated At
    Category
    Pipeline
    Pipeline Stage
    Select a pipeline before choosing a stage.
    Visible To
    Visible Team
    Link Role
    The role of the linked object. Set only for Find Linked Projects pipes.
    Link Detail
    Details about the link between the objects. Set only for Find Linked Projects pipes.
  • Project Created

    Triggers when a new Project is created in the selected account.

  • Project Updated

    Triggers when a Project is updated in the selected account.

  • Create a Project

    Creates a new Project.

  • Update a Project

    Updates the selected Project.

  • Delete a Project

    Deletes the selected Project.

  • Find Linked Projects

    Find all projects linked from one of: Task, Opportunity, Note, Project, Organisation, Contact

  • Search Projects

    Searches for Projects in the selected account and returns a list.

Try Cloudpipes FREE for 14 days

Unlimited access to all features, so you can start automating your workflow.