Insightly
Service domainCRM
Arcade Optimized
Arcade.dev tools for interacting with Insightly
Author:Arcade
Version:
1.0.1Auth:No authentication required
29tools
29require secrets
Insightly toolkit for Arcade provides tools to manage CRM data in Insightly, covering the full sales and delivery lifecycle: leads, contacts, organizations, opportunities, projects, tasks, notes, and pipeline analytics.
Capabilities
- Record management — Create or update contacts, leads, organizations, opportunities, projects, and tasks; read any single record by ID.
- Lead lifecycle — Convert qualified leads into contacts, organizations, and optional opportunities in one operation; track conversion state and lead source/status metadata.
- Pipeline & forecast — List pipelines and their ordered stages, advance opportunity or project stages, and roll up opportunities by stage with counts and summed values.
- Activity & context gathering — Retrieve a record's recent notes and open tasks in one call; get a user's open deals and tasks in a single request; search notes account-wide or per record with date and owner filters.
- Search across entities — Query contacts, leads, organizations, opportunities, projects, and tasks by name, email, status, pipeline, due date, and more.
- Account introspection — Identify the authenticated user, list account users for attribution/assignment, and resolve lead status/source IDs from human-readable names.
Secrets
INSIGHTLY_API_KEY
Your Insightly REST API key. Retrieve it from User Settings → API Key inside your Insightly account (top-right avatar menu → User Settings). The key is tied to the individual user account, so actions attributed in Insightly will be attributed to that user. Every Insightly plan exposes an API key; no elevated tier is required. See Insightly API key documentation for step-by-step retrieval instructions.
INSIGHTLY_API_URL
The base URL for your Insightly API endpoint (e.g., https://api.na1.insightly.com/v3.1). The correct regional URL depends on where your Insightly account is hosted (NA, EU, AU, etc.). Find it in Insightly under User Settings → API URL, or refer to the Insightly API documentation for regional endpoint details.
Store both secrets in Arcade at https://api.arcade.dev/dashboard/auth/secrets. For general guidance on configuring secrets in Arcade, see https://docs.arcade.dev/en/guides/create-tools/tool-basics/create-tool-secrets.
Available tools(29)
29 of 29 tools
Operations
Behavior
| Tool name | Description | Secrets | |
|---|---|---|---|
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 | ||
Log a note against one CRM record. Provide exactly one record id to attach it to. | 2 | ||
Retrieve a single contact by its identifier. | 2 | ||
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 | ||
Retrieve a single lead by its identifier. | 2 | ||
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 | ||
Retrieve a single opportunity by its identifier. | 2 | ||
Retrieve a single organization by its identifier. | 2 | ||
Retrieve a single project by its identifier. | 2 | ||
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 | ||
Retrieve a single task by its identifier. | 2 | ||
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 | ||
List the configured pipelines, optionally filtered to opportunity or project pipelines. | 2 | ||
List a pipeline's stages in their defined order, so stage moves target real stages. | 2 | ||
List the users in the account, for attributing and assigning records. | 2 | ||
Create or update a contact. Omit contact_id to create (a first or last name is required). | 2 | ||
Create or update a lead. Omit lead_id to create a new lead (supply a last name, an
organization name, or both). | 2 | ||
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 | ||
Create or update an organization. Omit organization_id to create (a name is required). | 2 | ||
Create or update a delivery project, including advancing its stage.
Omit project_id to create (a name is required). | 2 | ||
Create or update a task, optionally linked to a deal, project, contact, or org.
Omit task_id to create (a title is required). | 2 | ||
Find contacts by name, email, or organization. Returns the account's default order. | 2 | ||
Find leads by name, email, conversion state, or status. Returns the account's default
order. | 2 | ||
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 | ||
Find opportunities by name, state, pipeline, or organization. Returns the default order. | 2 |
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