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Insightly connector

Back to the connector overview, authentication methods, and actions.
29 Oct 2026
new-actions data-sync bug-fixAdded actions to put an opportunity into a pipeline and move it between stages. Searches now match part of a value, can filter by update time alone and sync incrementally; deletes return a confirmation; add_team can add members on creation; several field descriptions corrected.
insightly_get_activity_sets, insightly_update_opportunity_pipeline, insightly_update_opportunity_pipeline_stage
insightly_add_note, insightly_add_opportunity, insightly_add_organisation, insightly_add_task, insightly_add_team, insightly_delete_contact, insightly_delete_event, insightly_delete_lead, insightly_delete_note, insightly_delete_opportunity, insightly_delete_organisation, insightly_delete_product, insightly_delete_project, insightly_delete_task, insightly_get_contacts, insightly_get_contacts_filtered, insightly_get_countries, insightly_get_leads, insightly_get_leads_filtered, insightly_get_opportunities, insightly_get_opportunities_filtered, insightly_get_opportunity_categories, insightly_get_organisations, insightly_get_organisations_filtered, insightly_get_project_categories, insightly_get_projects, insightly_get_projects_filtered, insightly_get_task_categories, insightly_get_tasks, insightly_get_tasks_filtered, insightly_update_opportunity, insightly_update_organisation, insightly_update_project, insightly_update_task
27 Oct 2026
releasePromoted to GA; no functional changes in this version.
insightly_add_contact, insightly_add_event, insightly_add_lead, insightly_add_lead_source, insightly_add_lead_status, insightly_add_note, insightly_add_opportunity, insightly_add_organisation, insightly_add_project, insightly_add_task, insightly_add_team, insightly_delete_contact, insightly_delete_event, insightly_delete_lead, insightly_delete_note, insightly_delete_opportunity, insightly_delete_organisation, insightly_delete_project, insightly_delete_task, insightly_get_contact, insightly_get_contacts, insightly_get_contacts_filtered, insightly_get_countries, insightly_get_currencies, insightly_get_current_user, insightly_get_custom_fields, insightly_get_emails, insightly_get_event, insightly_get_events, insightly_get_lead, insightly_get_lead_sources, insightly_get_lead_statuses, insightly_get_leads, insightly_get_leads_filtered, insightly_get_milestones, insightly_get_note, insightly_get_notes, insightly_get_opportunities, insightly_get_opportunities_filtered, insightly_get_opportunity, insightly_get_opportunity_categories, insightly_get_organisation, insightly_get_organisations, insightly_get_organisations_filtered, insightly_get_pipeline_stages, insightly_get_pipelines, insightly_get_project, insightly_get_project_categories, insightly_get_projects, insightly_get_projects_filtered, insightly_get_record_tags, insightly_get_task, insightly_get_task_categories, insightly_get_tasks, insightly_get_tasks_filtered, insightly_get_teams, insightly_get_user, insightly_get_users, insightly_update_contact, insightly_update_event, insightly_update_lead, insightly_update_note, insightly_update_opportunity, insightly_update_organisation, insightly_update_project, insightly_update_task
29 Sept 2026
new-actions new-events data-sync guide downstream-change bug-fixActions renamed to match Insightly’s own verbs (list_* to get_*, create_* to add_*, search_* to get_*_filtered) — existing action ids will no longer resolve. New actions add_lead_source, add_lead_status, add_team, get_teams, get_custom_fields, get_emails and get_milestones are the discovery paths for TEAM_ID, CUSTOMFIELDS, MILESTONE_ID and CATEGORY_ID; these fields now say what an empty result means rather than leaving callers to guess an id and hit a bare 400. Restored the record-visibility fields (VISIBLE_TO, VISIBLE_TEAM_ID, PUBLICLY_VISIBLE); VISIBLE_TO no longer offers INDIVIDUALS, which v3.1 rejects. Update actions document partial-update semantics and no longer mark optional fields as required. BID_TYPE and FORECAST_CLOSE_DATE document undisclosed provider constraints that previously failed silently. Added webhooks — Insightly has no subscription API, so events come from a Workflow Automation webhook action pointed at the connection’s Native Webhook URL, covering created, updated and deleted for six record types; a workflow whose criteria has no filter rows fires only on creation, so update events need one. Data Sync is available on 22 list actions as full refreshes, since Insightly accepts an updated-since filter only on its Search endpoints. The API key and webhook connection guides were rebuilt from the live portal with screenshots.