Read and search Insightly CRM records.
Connect Insightly with an API key to page through contacts, organisations, opportunities, leads, tasks and projects, and to find records by field value.
Connect
| Credential field | Required | Where it comes from |
|---|
API key (API_KEY) | Yes | An Insightly API key, sent as Basic auth with an empty password. |
| Setting | Required | What it is |
|---|
Pod (POD) | Yes | The Insightly pod code shown beside the key, e.g. na1. |
| Tool | Access | What it does |
|---|
List records (yekar.insightly.list-records) | Read | Page through one Insightly collection - contacts, organisations, opportunities, leads, tasks or projects. |
Search records (yekar.insightly.search-records) | Read | Find records in one collection where a named field EQUALS a value - Insightly's own search semantics. |
Notes
- In Insightly, open User Settings → API - the key AND your pod (na1, eu1, …) are both on that page.
- A key only works against its own pod; the connection stores both.