Insightly CRM v2

Provides integration with Insightly CRM, a platform for managing customer relationships, sales, service and related business records.

Use the Node to query and maintain records, download files and upload attachments through the Insightly API.

Revision History

0.0.0.3 - Initial release.

Connection

Property Type Description
API URL String Account API URL, for example https://api.na1.insightly.com/v3.1/.
API Key Masked Insightly API key from user settings.

Setup Notes

This Node runs on Cloud Runtimes.

Set API URL to your account HTTPS pod URL ending in /v3.1/. Obtain an API key from your Insightly user settings and enter API Key. The Connection test reads the current user. Replace invalid API keys manually.

Methods

Download

Download Insightly file or image bytes.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Options Object File route and binary format options.
Return Type Description
DownloadedContent Stream Binary content stream. Dispose the returned stream when finished.

Upload

Upload one Insightly image or attachment.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Content Stream Readable file stream; current position is used and the stream remains open.
Options Object Route values and declared multipart metadata.
Return Type Description
Response Object Provider data plus Flowgear.IsSuccess, Flowgear.StatusMessage and the original Flowgear.Request.

Query

List, search or retrieve Insightly records.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Options Object Exact route and search values; paging is automatic.
Return Type Description
Response Array Provider records, without Flowgear mutation metadata. Empty collections return zero rows.

Create

Create Insightly records.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Items Array One request per row; omitted for bodyless operations.
Options Object Operation options.
Return Type Description
Response Array Provider data plus Flowgear.IsSuccess, Flowgear.StatusMessage and the original Flowgear.Request.

Update

Update Insightly records or execute update actions.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Items Array Changed fields or selected schema; omitted for bodyless operations.
Options Object Operation options.
Return Type Description
Response Array Provider data plus Flowgear.IsSuccess, Flowgear.StatusMessage and the original Flowgear.Request.

Delete

Delete one Insightly record.

Parameter Type Description
Connection Connection Account credentials.
OperationId String Operation selected by the template.
Options Object Documented route options and optional structured delete body.
Return Type Description
Response Array Provider data plus Flowgear.IsSuccess, Flowgear.StatusMessage and the original Flowgear.Request.

Usage Notes

  • Select a template for the supported operation. The operation GUID and template fields determine the route, filters, request and response.
  • Query returns provider rows without mutation metadata. Writes include Flowgear.IsSuccess, Flowgear.StatusMessage and Flowgear.Request.
  • The first request runs before streaming starts; subsequent pages and input rows run on demand. An empty connected input performs no writes.
  • Bodyless operations do not accept nonempty Items. Selected DELETE operations take a structured Options.Body.
  • Download returns file bytes, including JSON files, without treating them as a structured API response. Use Binary attachment format. Dispose the returned stream after use.
  • Upload reads Content from its current position and leaves the input stream open. Multipart metadata comes from the selected template.
  • Custom-field writes are unsupported. Provider custom fields remain available in raw read responses.