Insightly

List contacts (GET /Contacts). Supports paging (top/skip), brief output, and updated_after_utc filtering.

Search contacts by a single field value (GET /Contacts/Search?field_name=...&field_value=...).

List contacts updated since a timestamp (GET /Contacts?updated_after_utc=...). Recommended polling trigger for new/updated contacts.

Get a contact by id (GET /Contacts/{id}).

Create a contact (POST /Contacts).

Update a contact (PUT /Contacts). The body must include CONTACT_ID.

Delete a contact by id (DELETE /Contacts/{id}).

List tags on a contact (GET /Contacts/{id}/Tags).

Add a tag to a contact (POST /Contacts/{id}/Tags).

List important dates on a contact (GET /Contacts/{id}/Dates).

List emails linked to a contact (GET /Contacts/{id}/Emails).

List object links on a contact (GET /Contacts/{id}/Links).

Link a contact to another object (POST /Contacts/{id}/Links).

List notes on a contact (GET /Contacts/{id}/Notes).

List tasks linked to a contact (GET /Contacts/{id}/Tasks).

List events linked to a contact (GET /Contacts/{id}/Events).

List opportunities (GET /Opportunities). Supports paging and updated_after_utc filtering.

List opportunities updated since a timestamp (GET /Opportunities?updated_after_utc=...). Polling trigger for pipeline changes.

Search opportunities by a field value (GET /Opportunities/Search?field_name=...&field_value=...).

Get an opportunity by id (GET /Opportunities/{id}).

Create an opportunity (POST /Opportunities).

Update an opportunity (PUT /Opportunities). The body must include OPPORTUNITY_ID.

Delete an opportunity by id (DELETE /Opportunities/{id}).

List line items (products) on an opportunity (GET /Opportunities/{id}/OpportunityLineItem).

List an opportunity's state change history (GET /Opportunities/{id}/StateHistory).

List organisations (GET /Organisations). Supports paging and updated_after_utc filtering.

Search organisations by a field value (GET /Organisations/Search?field_name=...&field_value=...).

Get an organisation by id (GET /Organisations/{id}).

Create an organisation (POST /Organisations).

Update an organisation (PUT /Organisations). The body must include ORGANISATION_ID.

Delete an organisation by id (DELETE /Organisations/{id}).

List relationships defined on an organisation (GET /Organisations/{id}/Relationships).

List tasks linked to an organisation (GET /Organisations/{id}/Tasks).

List leads (GET /Leads). Supports paging and updated_after_utc filtering.

Search leads by a field value (GET /Leads/Search?field_name=...&field_value=...).

Get a lead by id (GET /Leads/{id}).

Create a lead (POST /Leads).

Update a lead (PUT /Leads). The body must include LEAD_ID.

Delete a lead by id (DELETE /Leads/{id}).

Convert a lead into a contact/organisation/opportunity (POST /Leads/{id}/Convert).

List notes (GET /Notes). Supports paging and updated_after_utc filtering.

Get a note by id (GET /Notes/{id}).

Create a note (POST /Notes).

Update a note (PUT /Notes). The body must include NOTE_ID.

Delete a note by id (DELETE /Notes/{id}).

List comments attached to a note or task (GET /Notes/{id}/Comments).

Add a comment to a note (POST /Notes/{id}/Comments).

List projects (GET /Projects). Supports paging and updated_after_utc filtering.

Get a project by id (GET /Projects/{id}).

Create a project (POST /Projects).

Update a project (PUT /Projects). The body must include PROJECT_ID.

Delete a project by id (DELETE /Projects/{id}).

List tasks linked to a project (GET /Projects/{id}/Tasks).

List milestones linked to a project (GET /Projects/{id}/Milestones).

List calendar events (GET /Events). Supports paging and updated_after_utc filtering.

Get an event by id (GET /Events/{id}).

Create a calendar event (POST /Events).

Update an event (PUT /Events). The body must include EVENT_ID.

Delete an event by id (DELETE /Events/{id}).

List records of a custom object (GET /{objectName}). Supports paging and updated_after_utc filtering.

Get a single custom object record by id (GET /{objectName}/{id}).

Create a custom object record (POST /{objectName}).

Update a custom object record (PUT /{objectName}). The body must include the record id.

Delete a custom object record (DELETE /{objectName}/{id}).

List tasks (GET /Tasks). Supports paging and updated_after_utc filtering.

Get a task by id (GET /Tasks/{id}).

Create a task (POST /Tasks).

Update a task (PUT /Tasks). The body must include TASK_ID.

Delete a task by id (DELETE /Tasks/{id}).

List quotes (GET /Quotes).

Get a quote by id (GET /Quotes/{id}).

Create a quote (POST /Quotes).

List line items on a quote (GET /Quotes/{id}/QuotationLineItems).

List products (GET /Products).

Get a product by id (GET /Products/{id}).

Create a product (POST /Products).

Get the current (authenticated) user (GET /Users/Me). Identity + connectivity probe.

List users in the instance (GET /Users).

Get a user by id (GET /Users/{id}).

List custom object definitions (GET /CustomObjects).

Get a custom object definition by name (GET /CustomObjects/{objectName}).

List emails (GET /Emails). Supports paging and updated_after_utc filtering.

Get an email by id (GET /Emails/{id}).

List file attachments on a record (GET /{objectName}/{id}/FileAttachments).

Get file attachment metadata by id (GET /FileAttachments/{id}).

List pipelines (GET /Pipelines).

Get a pipeline by id (GET /Pipelines/{id}).

List pipeline stages (GET /PipelineStages).

Get a pipeline stage by id (GET /PipelineStages/{id}).

List price books (GET /PriceBooks).

Get a price book by id (GET /PriceBooks/{id}).

List activity sets (GET /ActivitySets).

List custom field definitions for an object type (GET /CustomFields/{objectName}).

List milestones (GET /Milestones).

List relationship types defined in the instance (GET /Relationships).

List all tags in the instance (GET /Tags).

List team members (GET /TeamMembers).