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Insightly API

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.

View Insightly API docs

Use the Insightly Connector

Add the insightly connector on your Zenaton dashboard,
enter the credentials and authorize Zenaton to call the insightly API from your workflows.
Then add code snippet and URL path to your workflow.

View documentation
const { workflow } = require("zenaton");

module.exports = workflow("MyWorkflow", function* () {
const insightly = this.connector(
'insightly', 'your-connector-id-from-zenaton-dashboard');

const response = yield insightly.get('path_to_API');
yield insightly.post('path_to_API', {param1: '...'});
});

The Zenaton Engine

We handle the complexity of orchestrating Insightly API calls and related logic in your code.

Out of the Box API Call

Add the connector to your Zenaton workflow and we manage the authentication, oauth1 and oauth2 flow including token refreshing.

Automatic Retries & Alerting

If your Insightly API call fails, it can automatically be retried and you will receive an alert with error details.

Monitoring and Troubleshooting

View the Zenaton dashboard for execution history, scheduled tasks, errors and logs or retry failed Insightly API calls.

Integrate Insightly into your application logic

The Zenaton connector is a pre-configured task for calling the Insightly API inside your workflow with one line of code. Build custom integration logic by adding a workflow directly into your application using the functions in the Zenaton SDK.

// The Zenaton engine orchestrates insightly API calls and related logic via the Zenaton agent. Every step is executed at the right moment on your servers and monitored on Zenaton dashboard.
const { workflow } = require("zenaton");
// insightly authentification on Zenaton
module.exports = workflow("ParallelWorkflow", function* () {
  const insightly = this.connector(
    'insightly',
    'your-connector-id-from-zenaton-dashboard'
  );
// execute parallel tasks handled automatically by the Zenaton engine 
  const [a, b] = yield this.run.task(["TaskA"],["TaskB"]);
  if (a > b) {
    const response = yield insightly.get('path_to_API');
  } else {
    yield this.run.task('TaskD');
  }
});

const { workflow } = require("zenaton");
// insightly authentification on Zenaton
module.exports = workflow("AsynchronousWorkflow", function* () {
  const insightly = this.connector(
    'insightly',
    'your-connector-id-from-zenaton-dashboard'
  );
  this.run.task('TaskA');
  this.insightly.post('path_to_API');
  yield run.task('TaskB');
  yield this.run.task('TaskD');
});
// Tasks can be automatically (or manually) retried and executions are displayed in real-time on the Zenaton dashboard.
const { workflow, duration } = require("zenaton");

// insightly authentification on Zenaton
module.exports = workflow("WaitWorkflow", function* () {
  const insightly = this.connector(
    'insightly',
    'your-connector-id-from-zenaton-dashboard'
  );

  yield this.run.task('TaskA');

// The 'wait function is managed by the Zenaton engine and will be executed on your worker at the right time.
  yield this.wait.for(duration.days(7));

  yield insightly.get('path_to_API');
});
const { workflow, duration } = require("zenaton");
module.exports = workflow("WaitEventWorkflow", function*() {
  const insightly = this.connector(
    'insightly',
    'your-connector-id-from-zenaton-dashboard'
  );
    // Wait for up to 24 hours for the event using the Zenaton Wait Function.
    const event = yield this.wait.event("MyEvent").for(duration.hours(24));
    if (event) {
      // If event has been triggered within 24 hours
      yield this.run.task('TaskA');
    } else {
      // else calls insightly API
      yield insightly.get('path_to_API');
    }
  },
  id() {
    return this.id;
  }
});