Insightly has a REST API authenticated with a per-user API key. The integration writes Leads, Contacts, Organisations, Opportunities, Projects, and Tasks from chat, voice, and forms.

Insightly's webhook events fire on creation and updates of any of those records, so when something changes in Insightly we can convert that into an AI follow-up trigger.

Popular workflow recipes

When this happens → do that

When

Chat captures project requirements

Then

Create Insightly Opportunity + attach scope note

When

Insightly Opportunity stage = 'Negotiation'

Then

AI follow-up email with negotiation tips

When

Insightly Project starts

Then

Send onboarding email sequence to new client

Triggers & Actions

5 triggers · 4 actions

Triggers From Insightly events that fire workflows

New record in Insightly

A Contact, Lead, or Deal is created in Insightly from any source (chat, web form, manual entry).

Stage / status change

A Insightly Deal or Lead moves between stages or has its status updated.

Custom field updated

Any Insightly property or custom field changes value — use it as a trigger for AI follow-ups.

Owner / assignment change

A Insightly record is reassigned to a different sales rep or team.

Opportunity won or lost

Trigger upsell campaigns on Won, halt sequences on Lost.

Actions Into Insightly what we do in the connected app

Create Lead, Contact, Organisation

From chat, voice, and form submissions.

Create Opportunity or Project

Convert Won opportunities into projects with field mapping.

Attach Note

Log transcripts and AI summaries on the record.

Set pipeline stages + custom fields

Programmatic updates as conversations progress.

How to connect Insightly

~10 minutes

In Insightly, click your profile icon → User Settings → API. Copy your API key and note the API URL (e.g. api.na1.insightly.com) — Insightly is pod-based and the URL is region-specific.

Open Workflows → Integrations → Insightly in the dashboard and paste the API key + the correct pod URL.

Pick whether new chat captures should land as Leads or Contacts, and choose default pipelines for Opportunities and Projects.

Optional: webhooks are configured via API only (no admin UI in Insightly). Provide us the events you want and we'll register them against the inbound URL we generate. Insightly signs every webhook with x-insightly-signature (HMAC-SHA256).

Send a test conversation, confirm the record appears with the right field values and the transcript note attached.

Good to know

Insightly has no admin UI for webhook subscriptions — they're managed entirely via the v3.1 Webhooks API. We handle creation on your behalf.
Pick the correct pod URL (na1, eu1, etc.) when copying your API key, or every request will fail silently.

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Insightly Integration

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Triggers & Actions

How to connect Insightly

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