> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insightly Webhook Setup Guide

> Configure Insightly to deliver events to StackOne.

## Prerequisites

The connector should already be set up, with a Connector Profile and a Linked Account. See [Getting Started](/connectors/insightly#getting-started) on the Insightly connector page.

<section data-guide-section data-guide-scopes="">
  <h2>Send Insightly events to StackOne</h2>

  <p>Insightly sends webhooks from a Workflow Automation process. Each process carries one Record Type, one trigger, and one endpoint, so create one process per event you want to receive.</p>

  <Steps>
    <Step title="Copy the Native Webhook URL from StackOne">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>On the linked account in StackOne Hub, copy the read-only <strong>Native Webhook URL</strong>. It contains a secure per-connection key, so treat it like a password.</p>
      </div>
    </Step>

    <Step title="Open Workflow Automation in Insightly">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Sign in to your <a href="https://www.insightly.com/" target="_blank" rel="noopener noreferrer">Insightly account</a> as an administrator and open <strong>System Settings</strong>. Under <strong>AUTOMATION</strong> in the left panel, click <strong>Workflow Automation</strong>.</p>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-workflow-automation.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=886d6fa1cd42ecf0396fad88bff4844a" alt="Insightly System Settings with Workflow Automation selected under AUTOMATION" width="1470" height="836" data-path="connectors/insightly/images/events-workflow-automation.png" />
      </div>
    </Step>

    <Step title="Create a workflow process">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>On the <strong>Workflow Automation</strong> page, click <strong>New Workflow Process</strong>.</p>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-new-workflow-process.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=d777167f531731b1c4e604361ad0e4bf" alt="Insightly Workflow Automation list with the New Workflow Process button" width="1470" height="836" data-path="connectors/insightly/images/events-new-workflow-process.png" />
      </div>
    </Step>

    <Step title="Name the process and choose its trigger">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Complete <strong>Add New Workflow Process</strong>, then click <strong>Save</strong>.</p>

        <ul>
          <li><strong>Process Name</strong> — a name that identifies this integration, for example `StackOne Integration`.</li>
          <li><strong>Record Type</strong> — the object to watch. Choose Contact, Lead, Opportunity, Organization, Project, or Task.</li>
          <li><strong>Active</strong> — tick this, or the process never runs.</li>
          <li>Under <strong>Evaluate each record:</strong>, choose <strong>Once, when the record is created</strong>, <strong>Multiple times, when the record is created and on every edit</strong>, or <strong>Once when the record is deleted</strong>.</li>
        </ul>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-process-form.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=56e0f80eef1a8878baf8c83e65a8c168" alt="Add New Workflow Process form showing Process Name, Record Type, Active, and the evaluation triggers" width="1470" height="836" data-path="connectors/insightly/images/events-process-form.png" />
      </div>
    </Step>

    <Step title="Add the criteria">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>On <strong>Add Workflow Criteria</strong>, enter a <strong>Criteria Name</strong>, then click <strong>Save Criteria</strong>.</p>

        <ul>
          <li>Leave <strong>EVALUATION CRITERIA</strong> empty to match every record of that Record Type.</li>
          <li>For update events, click <strong>Add a Filter Row</strong> and add a condition that becomes true on the change you want. An empty criteria only ever fires when a record is created.</li>
        </ul>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-criteria-form.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=6985a50d70ff5730767eb9b6c1b1119c" alt="Add Workflow Criteria form showing Criteria Name, Add a Filter Row, and Save Criteria" width="1470" height="836" data-path="connectors/insightly/images/events-criteria-form.png" />
      </div>
    </Step>

    <Step title="Add the webhook action">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Under <strong>Immediate Actions</strong>, open <strong>Actions</strong> and choose <strong>Add New Webhook</strong>.</p>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-add-new-webhook.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=6e3a6eccdea8f39dfc61e6e539eaed7a" alt="Workflow Criteria page with the Actions menu open on Add New Webhook" width="1470" height="836" data-path="connectors/insightly/images/events-add-new-webhook.png" />
      </div>
    </Step>

    <Step title="Enter the endpoint and save">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Complete <strong>Webhook Action</strong>, then click <strong>Save Webhook</strong>.</p>

        <ul>
          <li><strong>Webhook Name</strong> — a name that identifies this integration, for example `StackOne`.</li>
          <li><strong>Webhook Endpoint</strong> — paste the <strong>Native Webhook URL</strong>, then append `&event=` followed by a value from the list below, matching the Record Type and trigger you chose.</li>
          <li><strong>Active</strong> — tick this, or Insightly sends nothing.</li>
          <li><strong>Invocation Payload</strong> — leave this on <strong>New Field Values Only</strong>.</li>
          <li>If a webhook fails 3 times in 7 days with a response other than 200 OK, Insightly sets the webhook action to inactive.</li>
        </ul>

        <img src="https://mintcdn.com/stackone-60/jTAs3JkC9oIYVxGN/connectors/insightly/images/events-webhook-action.png?fit=max&auto=format&n=jTAs3JkC9oIYVxGN&q=85&s=08b7a90b198005c08859ab38fc2c0bd2" alt="Webhook Action form showing Webhook Name, Webhook Endpoint, Active, Invocation Payload, and Save Webhook" width="1470" height="836" data-path="connectors/insightly/images/events-webhook-action.png" />
      </div>
    </Step>
  </Steps>
</section>

<section data-guide-section data-guide-scopes="">
  <h2>Available webhook events</h2>

  <p>Append one of these to the Native Webhook URL as `&event=<type>`. Only the event you append is delivered, so each workflow process carries exactly one value.</p>

  <Steps>
    <Step title="Contact events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for contacts.</p>

        <ul>
          <li><strong>Contact Created</strong> (`contact.created`) — Fired when a contact is created.</li>
          <li><strong>Contact Updated</strong> (`contact.updated`) — Fired when a contact changes.</li>
          <li><strong>Contact Deleted</strong> (`contact.deleted`) — Fired when a contact is deleted.</li>
        </ul>
      </div>
    </Step>

    <Step title="Organization events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for organizations.</p>

        <ul>
          <li><strong>Organization Created</strong> (`organisation.created`) — Fired when an organization is created.</li>
          <li><strong>Organization Updated</strong> (`organisation.updated`) — Fired when an organization changes.</li>
          <li><strong>Organization Deleted</strong> (`organisation.deleted`) — Fired when an organization is deleted.</li>
        </ul>
      </div>
    </Step>

    <Step title="Lead events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for leads.</p>

        <ul>
          <li><strong>Lead Created</strong> (`lead.created`) — Fired when a lead is created.</li>
          <li><strong>Lead Updated</strong> (`lead.updated`) — Fired when a lead changes.</li>
          <li><strong>Lead Deleted</strong> (`lead.deleted`) — Fired when a lead is deleted.</li>
        </ul>
      </div>
    </Step>

    <Step title="Opportunity events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for opportunities.</p>

        <ul>
          <li><strong>Opportunity Created</strong> (`opportunity.created`) — Fired when an opportunity is created.</li>
          <li><strong>Opportunity Updated</strong> (`opportunity.updated`) — Fired when an opportunity changes.</li>
          <li><strong>Opportunity Deleted</strong> (`opportunity.deleted`) — Fired when an opportunity is deleted.</li>
        </ul>
      </div>
    </Step>

    <Step title="Project events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for projects.</p>

        <ul>
          <li><strong>Project Created</strong> (`project.created`) — Fired when a project is created.</li>
          <li><strong>Project Updated</strong> (`project.updated`) — Fired when a project changes.</li>
          <li><strong>Project Deleted</strong> (`project.deleted`) — Fired when a project is deleted.</li>
        </ul>
      </div>
    </Step>

    <Step title="Task events">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Events for tasks.</p>

        <ul>
          <li><strong>Task Created</strong> (`task.created`) — Fired when a task is created.</li>
          <li><strong>Task Updated</strong> (`task.updated`) — Fired when a task changes.</li>
          <li><strong>Task Deleted</strong> (`task.deleted`) — Fired when a task is deleted.</li>
        </ul>
      </div>
    </Step>
  </Steps>
</section>

## Verify

Your Connector should now be able to receive and process events. Try triggering an event and you should see an Event appear in the Connector logs.


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