--- title: Insightly API Integration on Truto slug: insightly category: CRM canonical: "https://truto.one/integrations/detail/insightly/" --- # Insightly API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Fields** — The fields of entities in a CRM. - **Leads** — The leads represent a potential customer in a CRM. - **Notes** — The notes represent a note on another object in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Projects** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. ### Unified User Directory API - **Users** — The User object represents a User. ## How it works 1. **Link your customer's Insightly account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Insightly.** The Proxy API is a 1-to-1 mapping of the Insightly API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Automate the deal-to-delivery handoff for project-driven teams** — If your SaaS handles contracts, proposals, or onboarding workflows, integrating with Insightly lets you automatically transition a won Opportunity into a Project with assigned Tasks — matching how Insightly users actually work across sales and delivery. - **Enrich your product with real-time CRM context** — SaaS products like support platforms, chatbots, or customer success tools can query Insightly Accounts, Contacts, and Notes via Truto's Unified CRM API to surface deal history, project status, and relationship context directly inside their UI. - **Sync leads and tasks from marketing and form-building tools** — If your product captures leads — through forms, landing pages, or webinars — offering an Insightly integration lets your users push new Leads into their CRM with correct field mappings and auto-create follow-up Tasks for their sales reps, eliminating manual data entry. - **Keep pipeline stages in sync with external sales workflows** — Sales enablement, CPQ, or quoting tools can read Insightly Pipelines and Stages to reflect accurate deal progression, and write back Opportunity stage updates as reps move through their workflow in your product. - **Log engagement data as Notes for a unified customer record** — Products that generate valuable interaction data — call transcripts, support tickets, product usage alerts — can push that context into Insightly as Notes linked to Contacts or Accounts, giving Insightly users a single source of truth without leaving their CRM. ## What you can build - **Dynamic CRM field mapper** — Pull Insightly's standard and custom Fields via the Unified CRM API so your users can visually map your product's data schema to their CRM without hardcoding any field names. - **Closed-Won project kickoff automation** — Automatically create an Insightly Project with pre-assigned Tasks and Users when an Opportunity stage is updated to Closed Won, bridging the gap between sales close and service delivery. - **Pipeline-aware deal tracking widget** — Fetch your user's Insightly Pipelines, Stages, and Opportunities to render a live deal board or status indicator inside your product's interface. - **Contextual contact lookup on inbound interactions** — Query Insightly Contacts and Accounts in real time so your product can surface CRM context — open opportunities, linked projects, recent notes — the moment a known contact engages. - **Automatic activity logging to CRM Notes** — Push meeting summaries, chat transcripts, or support interactions from your product into Insightly as Notes attached to the relevant Contact or Account record. - **Lead creation with instant task assignment** — Create a new Insightly Lead from your product's capture flow and simultaneously generate a prioritized Task assigned to a specific CRM User for immediate follow-up. ## FAQs ### Which Unified APIs does Truto support for Insightly? Insightly is supported through Truto's Unified CRM API (covering Accounts, Contacts, Fields, Leads, Notes, Opportunities, Pipelines, Projects, Stages, Tasks, and Users) and the Unified User Directory API (covering Users). Specific tools for Insightly are built on request. ### How does authentication work for Insightly via Truto? Insightly supports API key-based authentication. Truto handles storing and managing your end users' API keys securely, so you don't need to build or maintain auth flows yourself. ### Can I read and write Insightly custom fields through Truto? Yes. The Unified CRM API exposes a Fields resource that lets you dynamically discover custom fields on Insightly objects like Leads, Contacts, and Opportunities, so your users can map and sync data to their specific CRM configuration. ### Does the integration support Insightly's Projects, or just standard CRM objects? Projects are a first-class resource in Truto's Unified CRM API mapping for Insightly. You can create and query Projects alongside Opportunities, Tasks, and other objects — which is critical since Insightly users rely heavily on the deal-to-project workflow. ### What if I need an Insightly-specific endpoint that isn't covered by the Unified API? Truto builds integration tools on request. If you need access to Insightly-specific capabilities beyond what the Unified CRM or User Directory APIs cover, Truto can add custom tools or proxy API calls tailored to your use case. ### How does Truto handle pagination and rate limits for the Insightly API? Truto abstracts away Insightly's pagination logic and manages rate limit handling automatically, so your application can request data without worrying about page tokens, result limits, or throttling errors from the Insightly API.