Insightly + Webhooks by Zapier Integrations

How to connect Insightly + Webhooks by Zapier

Zapier lets you send info between Insightly and Webhooks by Zapier automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
  Pick which type of object you want to search for.
- Search ByRequired
- Search ValueRequired
Action
Search
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It

- MethodRequired
  The HTTP method we'll use to perform the request.
- URLRequired
  Any URL with a querystring will be re-encoded properly.
- Data Pass-Through?
  If yes, request data below will be overridden with the raw data from the previous step (you are still responsible for headers though, like Content-Type). Defaults to no.
- Data
  Place raw data for the request here. Could be JSON, XML, etc. Nothing is parsed for you here (including extra line breaks or spaces -- everything is sent verbatim). You probably need to define a header below corresponding to your data Content-Type. Reminder: data provided in this field is completely ignored if you chose "yes" to pass-through.
- Unflatten
  By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
- Basic Auth
  A pipe (|) separated username, password combo for standard HTTP authentication.
- Headers
  Key, value pairs to be added as headers in all requests.
Action
Write
- URLRequired
  Any URL with a querystring will be re-encoded properly.
- Payload Type
  Pay special attention to the proper mapping of the data below.
- Data
  These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
- Wrap Request In Array
  Wraps the request in an array if that is something the service requires.
- File
  A file object to be attached to the request. The request will automatically be converted to multipart/form-data, with the above payload type defining the sub content-type for the data being passed.
- Unflatten
  By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
- Basic Auth
  A pipe (|) separated username, password combo for standard HTTP authentication.
- Headers
  Key, value pairs to be added as headers in all requests.
Action
Write

- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- URLRequired
  This should return a list of dictionaries of content type JSON in reverse chronological order. For example: [{"id":1234},{"id":1235}]
- Key
  If the returned JSON is not a list and is instead an object (maybe paginated), enter the key that contains the results. Example: "results", "items", "objects", etc... (children via dot syntax supported)
- Deduplication Key
  Zapier deduplicates the array we see each poll against the id key. If the id key does not exist, you should specify an alternative unique key to deduplicate off of. If neither are supplied, we fallback to looking for the shortest key with id in it otherwise we will raise an error.
- Xpath
  If the content fetched is XML or HTML, optionally define an xpath to extract data from the content. Will trigger whenever the content at the xpath changes!
- Basic Auth
  A pipe (|) separated username, password combo for standard HTTP authentication.
- Headers
  Key, value pairs to be added as headers in all requests.
Trigger
Scheduled
Try It
- Pick off a Child Key
  By default, Zapier gives you the entire payload of the webhook. If this is specified, Zapier will only grab the child key from the object(s) sent to Zapier. For example, given {"contact": {"name": "Mike"}}, add "contact" here to only return {"name": "Mike"}. Traverse more deeply nested children by using dot-separated syntax. Line item payloads will run your Zap for each instance of the child key.
Trigger
Instant
Try It
- URLRequired
  We recommend not putting any query string arguments in the URL (use "Query String Params" below).
- Query String Params
  These params will be URL-encoded and appended to the URL when making the request. Note: If you specify nothing for this field, we will automatically encode and include every field from the previous step in the query string. If you don't want this, use the "Custom Request" action.
- Send As JSON
  If "yes", this dumps the results directly to a key (set below) as JSON. If "no", we simulate a form.
- JSON key
  Only used if As JSON.
- Unflatten
  By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
- Basic Auth
  A pipe (|) separated username, password combo for standard HTTP authentication.
- Headers
  Key, value pairs to be added as headers in all requests.
Action
Write
- URLRequired
  Any URL with a querystring will be re-encoded properly.
- Payload Type
  Pay special attention to the proper mapping of the data below.
- Data
  These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
- Wrap Request In Array
  Wraps the request in an array if that is something the service requires.
- File
  A file object to be attached to the request. The request will automatically be converted to multipart/form-data, with the above payload type defining the sub content-type for the data being passed.
- Unflatten
  By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
- Basic Auth
  A pipe (|) separated username, password combo for standard HTTP authentication.
- Headers
  Key, value pairs to be added as headers in all requests.
Action
Write

How Insightly + Webhooks by Zapier Integrations Work

Step 1: Authenticate Insightly and Webhooks by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Insightly + Webhooks by Zapier

Webhooks by Zapier Tutorials

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

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Keap Max Classic

Marketing Automation

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Related categories

Get started for free

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Insightly + Webhooks by Zapier Integrations

How to connect Insightly + Webhooks by Zapier

Connect your apps and automate workflows

Deleted Record

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

Catch Raw Hook

Custom Request

MethodRequired

URLRequired

Data Pass-Through?

Data

Unflatten

Basic Auth

Headers

POST

URLRequired

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

New Record

Insightly ObjectRequired

Updated Record

Insightly ObjectRequired

Update Record

Insightly ObjectRequired

Retrieve Poll

URLRequired

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET

URLRequired

Query String Params

Send As JSON

JSON key

Unflatten

Basic Auth

Headers

PUT

URLRequired

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

Webhooks by Zapier Tutorials

How to send a Slack message from a webhook

How to use webhooks to connect Facebook Lead Ads to your CRM

How to integrate webhooks with Google Sheets

About Insightly

Related categories

Similar apps

Zoho CRM

Pipedrive

Keap Max Classic

About Webhooks by Zapier

Related categories

Get started for free

Other Insightly + Webhooks by Zapier Integrations

Other Insightly + Webhooks by Zapier Integrations

Workflows From Zapier Users

Workflows From Zapier Users