Integrate AngelList with Insightly

AngelList is a platform for startups.

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

angel.co

insightly.com

social pre-release

crm tier-2

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.

Integrate AngelList with Insightly

AngelList

Insightly

Contacts

Contact Created

Contact Updated

Create a Contact

Update a Contact

Delete a Contact

Find Linked Contacts

Search Contacts

Organisations

Organisation Created

Organisation Updated

Create an Organisation

Update an Organisation

Delete an Organisation

Find Linked Organisations

Search Organisations

Tasks

Task Created

Task Updated

Create a Task

Update a Task

Delete a Task

Search Tasks

Notes

Note Created

Note Updated

Create a Note

Update a Note

Delete a Note

Search Notes

Leads

Lead Created

Lead Updated

Create a Lead

Update a Lead

Delete a Lead

Get By Email

Find Linked Leads

Search Leads

Opportunities

Opportunity Created

Opportunity Updated

Create an Opportunity

Update an Opportunity

Delete an Opportunity

Find Linked Opportunities

Search Opportunities

Projects

Project Created

Project Updated

Create a Project

Update a Project

Delete a Project

Find Linked Projects

Search Projects