Insightly

Arcade toolkit for Insightly, a CRM platform. Enables reading, writing, and automating Insightly records — contacts, leads, opportunities, organizations, projects, tasks, and notes — directly from Arcade tools.

Capabilities

Record management: Create and update core CRM objects (contacts, leads, opportunities, organizations, projects, tasks) with full field support; omit the ID field to create, supply it to update.
Search and lookup: Find records by name, email, domain, status, pipeline, owner, date range, and more across all major object types; retrieve single records by ID.
Pipeline and stage operations: List pipelines and their ordered stages, move deals and projects through stages, summarize pipeline forecast by stage (count + value), and record won/lost outcomes.
Activity and context gathering: Fetch a record's recent notes and open tasks in one call (with deal stage, linked org, or parent opportunity depending on record type); roll up a user's open deals and tasks in a single call.
Lead conversion: Convert a qualified lead into a contact, optional organization, and optional opportunity in one operation; notes are copied forward by default.
Account metadata: List users, lead statuses, lead sources, and pipelines to resolve names to IDs before creating or updating records.

Secrets

INSIGHTLY_API_KEY The API key that authenticates all requests to the Insightly REST API. Obtain it from your Insightly account under User Settings → API Key (top-right user menu → User Settings, then scroll to the API Key section). Every Insightly plan exposes an API key; no elevated account tier is required. The key is a Base64-encoded token that Arcade sends as the HTTP Basic Auth username (password left blank). See Insightly API authentication docs for retrieval steps.

INSIGHTLY_API_URL The base URL for the Insightly API endpoint. Insightly serves different regions from different base URLs (e.g., https://api.na1.insightly.com/v3.1 for North America, https://api.eu1.insightly.com/v3.1 for Europe). Find the correct URL for your account in your Insightly instance under User Settings → API Key, where the API endpoint is displayed alongside the key. Supply the full versioned base URL including the /v3.1 (or current version) path segment.

For general guidance on storing secrets in Arcade, see the Arcade secrets documentation. Secrets can be managed at https://api.arcade.dev/dashboard/auth/secrets.

Tool name	Description	Secrets
Insightly.ConvertLead	Convert a qualified lead into a contact (when the lead names a person), an organization (when the lead names one), and optionally an opportunity, then mark the lead converted. The lead's name, email, phone, and title carry onto the contact, and its name/phone/website onto the organization. A lead with only a last name becomes a contact under that name, since Insightly stores a single-name person in the contact's first-name field. Insightly leaves the lead's notes on the lead, so by default they are copied onto the new contact (or organization). Fails if the lead has already been converted. Conversion is several creates followed by the final lead update; it is not idempotent, so if a later step fails the lead stays unconverted and any records already created remain. Check the lead in Insightly before retrying a failed conversion so a retry does not duplicate records.	2
Insightly.CreateNote	Log a note against one CRM record. Provide exactly one record id to attach it to.	2
Insightly.GetContact	Retrieve a single contact by its identifier.	2
Insightly.GetCurrentUser	Return the identity of the authenticated Insightly user (the "who am I" for this account). Call this first to confirm who actions will be attributed to.	2
Insightly.GetLead	Retrieve a single lead by its identifier.	2
Insightly.GetMyOpenWork	Roll up one user's open deals and open tasks in a single call. Defaults to the caller (the authenticated user), so "what's on my plate" is one read instead of a separate pipeline summary and task search. The summed open-deal value covers every matched deal, not just the returned window.	2
Insightly.GetOpportunity	Retrieve a single opportunity by its identifier.	2
Insightly.GetOrganization	Retrieve a single organization by its identifier.	2
Insightly.GetProject	Retrieve a single project by its identifier.	2
Insightly.GetRecordActivity	Gather one record's recent notes and open tasks in one call, plus the deal stage. Provide exactly one record id. Use this single call to prepare for a call or recap an account instead of running separate note and task searches. When the record is an opportunity, the response also carries that deal's current stage, state, and value; when it is a project, it carries the project's parent opportunity and that deal's organization so a delivery kickoff brief is one read; when it is a contact or organization, the response also carries the opportunities and delivery projects that touch the account.	2
Insightly.GetTask	Retrieve a single task by its identifier.	2
Insightly.ListLeadFieldOptions	List the account's configured lead statuses and lead sources so a natural-language status or source name maps to the id used when creating or updating a lead.	2
Insightly.ListPipelines	List the configured pipelines, optionally filtered to opportunity or project pipelines.	2
Insightly.ListPipelineStages	List a pipeline's stages in their defined order, so stage moves target real stages.	2
Insightly.ListUsers	List the users in the account, for attributing and assigning records.	2
Insightly.SaveContact	Create or update a contact. Omit contact_id to create (a first or last name is required).	2
Insightly.SaveLead	Create or update a lead. Omit lead_id to create a new lead (supply a last name, an organization name, or both).	2
Insightly.SaveOpportunity	Create or update an opportunity, including advancing its stage and recording won/lost. Omit opportunity_id to create (a name is required). A new opportunity created without a pipeline_id and stage_id is left unplaced: it still rolls up in the forecast under the "(no stage)" bucket but cannot advance through a stage-based pipeline, so set pipeline_id and stage_id together when you know the deal's pipeline and stage.	2
Insightly.SaveOrganization	Create or update an organization. Omit organization_id to create (a name is required).	2
Insightly.SaveProject	Create or update a delivery project, including advancing its stage. Omit project_id to create (a name is required).	2
Insightly.SaveTask	Create or update a task, optionally linked to a deal, project, contact, or org. Omit task_id to create (a title is required).	2
Insightly.SearchContacts	Find contacts by name, email, or organization. Returns the account's default order.	2
Insightly.SearchLeads	Find leads by name, email, conversion state, or status. Returns the account's default order.	2
Insightly.SearchNotes	Read notes most recently created first within the scanned window, account-wide or for one record. Omit every record id for an account-wide activity feed (combine owner_user_id and the created_after / created_before window for a standup-style recap), or provide exactly one record id to read the notes on that single record. Date bounds are inclusive. Notes are gathered by scanning the collection up to a ceiling and ordering that scanned set most-recently-created first; when scan_truncated is true the scan stopped before reaching the whole collection, so the newest notes may lie beyond the scanned window. Narrow with a record id, owner, or a created_after / created_before window to bring the result within that window.	2
Insightly.SearchOpportunities	Find opportunities by name, state, pipeline, or organization. Returns the default order.	2

Capabilities

Secrets

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