KosmoKrator

productivity

Insightly CRM Lua API for KosmoKrator Agents

Agent-facing Lua documentation and function reference for the Insightly CRM KosmoKrator integration.

Lua Namespace

Agents call this integration through app.integrations.insightly.*. Use lua_read_doc("integrations.insightly") inside KosmoKrator to discover the same reference at runtime.

Call Lua from the Headless CLI

Use kosmo integrations:lua when a shell script, CI job, cron job, or another coding CLI should run a deterministic Insightly CRM workflow without starting an interactive agent session.

Inline Lua call
kosmo integrations:lua --eval 'dump(app.integrations.insightly.create_contact({first_name = "example_first_name", last_name = "example_last_name", email = "example_email", phone = "example_phone"}))' --json
Read Lua docs headlessly
kosmo integrations:lua --eval 'print(docs.read("insightly"))' --json
kosmo integrations:lua --eval 'print(docs.read("insightly.create_contact"))' --json

Workflow file

Put repeatable logic in a Lua file, then execute it with JSON output for the calling process.

workflow.lua
local insightly = app.integrations.insightly
local result = insightly.create_contact({first_name = "example_first_name", last_name = "example_last_name", email = "example_email", phone = "example_phone"})

dump(result)
Run the workflow
kosmo integrations:lua workflow.lua --json
kosmo integrations:lua workflow.lua --force --json
Namespace note. integrations:lua exposes app.integrations.insightly, app.mcp.*, docs.*, json.*, and regex.*. Use app.integrations.insightly.default.* or app.integrations.insightly.work.* when you configured named credential accounts.

MCP-only Lua

If the script only needs configured MCP servers and does not need Insightly CRM, use the narrower mcp:lua command.

MCP Lua command
# Use mcp:lua for MCP-only scripts; use integrations:lua for this integration namespace.
kosmo mcp:lua --eval 'dump(mcp.servers())' --json

Agent-Facing Lua Docs

This is the rendered version of the full Lua documentation exposed to agents when they inspect the integration namespace.

Insightly CRM Lua Reference

Namespace: app.integrations.insightly

Use Insightly field names for create and update bodies. Most record fields are uppercase, such as FIRST_NAME, ORGANISATION_NAME, OPPORTUNITY_NAME, PROJECT_NAME, TASK_ID, TITLE, BODY, and CUSTOMFIELDS.

Common Parameters

List and search tools commonly accept:

NameTypeDescription
topintegerMaximum number of records to return.
skipintegerNumber of records to skip.
briefbooleanReturn only top-level fields when Insightly supports it.
count_totalbooleanAsk Insightly to include total count metadata.

Field search tools accept field_name, field_value, and updated_after_utc. Tag search tools require tagName.

Core Records

Tools include list, get, create, update, delete, field search, and tag search for contacts, organizations, leads, opportunities, and projects where the official API exposes those operations.

local contact = app.integrations.insightly.create_contact({
  first_name = "Ada",
  last_name = "Example",
  email = "ada@example.test",
  phone = "+1-555-0100"
})

local contacts = app.integrations.insightly.search_contacts({
  field_name = "EMAIL_ADDRESS",
  field_value = "ada@example.test"
})

local opportunity = app.integrations.insightly.update_opportunity({
  id = 12345,
  OPPORTUNITY_NAME = "Renewal",
  BID_AMOUNT = 25000,
  OPPORTUNITY_STATE = "OPEN"
})

Activities

Use task tools for agent follow-up work and event tools for calendar-style CRM activity. Note creation is exposed through the official note-comment and note update/read endpoints in this package; parent record note endpoints can be added separately if a host needs them.

local task = app.integrations.insightly.create_task({
  TITLE = "Send renewal proposal",
  DUE_DATE = "2026-05-20T12:00:00Z",
  OPPORTUNITY_ID = 12345,
  RESPONSIBLE_USER_ID = 678
})

local event = app.integrations.insightly.create_event({
  TITLE = "Implementation call",
  START_DATE_UTC = "2026-05-21T15:00:00Z",
  END_DATE_UTC = "2026-05-21T15:30:00Z"
})

Metadata

Metadata tools help agents choose valid IDs before writing records:

  • list_pipelines, get_pipeline, list_pipeline_stages, get_pipeline_stage
  • list_activity_sets, get_activity_set
  • list_task_categories, create_task_category, update_task_category, delete_task_category
  • list_lead_sources, list_lead_statuses, list_opportunity_categories, list_project_categories
  • list_custom_fields, search_custom_fields
  • list_countries, list_currencies, list_tags, list_permissions, get_instance
local fields = app.integrations.insightly.list_custom_fields({
  objectName = "Contacts"
})

local stages = app.integrations.insightly.list_pipeline_stages({})

Return Shape

Tools return the decoded Insightly JSON response. Legacy hand-written list tools for contacts, opportunities, and projects wrap results as { records, count } style arrays; endpoint tools return the API response directly.

Multi-Account Usage

app.integrations.insightly.list_contacts({ top = 10 })
app.integrations.insightly.production.list_contacts({ top = 10 })
Raw agent markdown
# Insightly CRM Lua Reference

Namespace: `app.integrations.insightly`

Use Insightly field names for create and update bodies. Most record fields are
uppercase, such as `FIRST_NAME`, `ORGANISATION_NAME`, `OPPORTUNITY_NAME`,
`PROJECT_NAME`, `TASK_ID`, `TITLE`, `BODY`, and `CUSTOMFIELDS`.

## Common Parameters

List and search tools commonly accept:

| Name | Type | Description |
| ---- | ---- | ----------- |
| `top` | integer | Maximum number of records to return. |
| `skip` | integer | Number of records to skip. |
| `brief` | boolean | Return only top-level fields when Insightly supports it. |
| `count_total` | boolean | Ask Insightly to include total count metadata. |

Field search tools accept `field_name`, `field_value`, and
`updated_after_utc`. Tag search tools require `tagName`.

## Core Records

Tools include list, get, create, update, delete, field search, and tag search
for contacts, organizations, leads, opportunities, and projects where the
official API exposes those operations.

```lua
local contact = app.integrations.insightly.create_contact({
  first_name = "Ada",
  last_name = "Example",
  email = "ada@example.test",
  phone = "+1-555-0100"
})

local contacts = app.integrations.insightly.search_contacts({
  field_name = "EMAIL_ADDRESS",
  field_value = "ada@example.test"
})

local opportunity = app.integrations.insightly.update_opportunity({
  id = 12345,
  OPPORTUNITY_NAME = "Renewal",
  BID_AMOUNT = 25000,
  OPPORTUNITY_STATE = "OPEN"
})
```

## Activities

Use task tools for agent follow-up work and event tools for calendar-style CRM
activity. Note creation is exposed through the official note-comment and note
update/read endpoints in this package; parent record note endpoints can be
added separately if a host needs them.

```lua
local task = app.integrations.insightly.create_task({
  TITLE = "Send renewal proposal",
  DUE_DATE = "2026-05-20T12:00:00Z",
  OPPORTUNITY_ID = 12345,
  RESPONSIBLE_USER_ID = 678
})

local event = app.integrations.insightly.create_event({
  TITLE = "Implementation call",
  START_DATE_UTC = "2026-05-21T15:00:00Z",
  END_DATE_UTC = "2026-05-21T15:30:00Z"
})
```

## Metadata

Metadata tools help agents choose valid IDs before writing records:

- `list_pipelines`, `get_pipeline`, `list_pipeline_stages`,
  `get_pipeline_stage`
- `list_activity_sets`, `get_activity_set`
- `list_task_categories`, `create_task_category`, `update_task_category`,
  `delete_task_category`
- `list_lead_sources`, `list_lead_statuses`, `list_opportunity_categories`,
  `list_project_categories`
- `list_custom_fields`, `search_custom_fields`
- `list_countries`, `list_currencies`, `list_tags`, `list_permissions`,
  `get_instance`

```lua
local fields = app.integrations.insightly.list_custom_fields({
  objectName = "Contacts"
})

local stages = app.integrations.insightly.list_pipeline_stages({})
```

## Return Shape

Tools return the decoded Insightly JSON response. Legacy hand-written list tools
for contacts, opportunities, and projects wrap results as `{ records, count }`
style arrays; endpoint tools return the API response directly.

## Multi-Account Usage

```lua
app.integrations.insightly.list_contacts({ top = 10 })
app.integrations.insightly.production.list_contacts({ top = 10 })
```
Metadata-derived Lua example
local result = app.integrations.insightly.create_contact({first_name = "example_first_name", last_name = "example_last_name", email = "example_email", phone = "example_phone"})
print(result)

Functions

create_contact Write

Create a new contact in Insightly CRM. Provide contact details such as first name, last name, email, and phone. Returns the created contact with its new ID.

Lua path
app.integrations.insightly.create_contact
Full name
insightly.insightly_create_contact
ParameterTypeRequiredDescription
first_name string no First name of the contact.
last_name string no Last name of the contact.
email string no Primary email address.
phone string no Primary phone number.
create_event Write

Create Event via Insightly.

Lua path
app.integrations.insightly.create_event
Full name
insightly.insightly_create_event
ParameterTypeRequiredDescription
No parameters.
create_lead Write

Create Lead via Insightly.

Lua path
app.integrations.insightly.create_lead
Full name
insightly.insightly_create_lead
ParameterTypeRequiredDescription
No parameters.
create_note_comment Write

Create Note Comment via Insightly.

Lua path
app.integrations.insightly.create_note_comment
Full name
insightly.insightly_create_note_comment
ParameterTypeRequiredDescription
No parameters.
create_opportunity Write

Create Opportunity via Insightly.

Lua path
app.integrations.insightly.create_opportunity
Full name
insightly.insightly_create_opportunity
ParameterTypeRequiredDescription
No parameters.
create_organization Write

Create Organization via Insightly.

Lua path
app.integrations.insightly.create_organization
Full name
insightly.insightly_create_organization
ParameterTypeRequiredDescription
No parameters.
create_project Write

Create Project via Insightly.

Lua path
app.integrations.insightly.create_project
Full name
insightly.insightly_create_project
ParameterTypeRequiredDescription
No parameters.
create_task Write

Create Task via Insightly.

Lua path
app.integrations.insightly.create_task
Full name
insightly.insightly_create_task
ParameterTypeRequiredDescription
No parameters.
create_task_category Write

Create Task Category via Insightly.

Lua path
app.integrations.insightly.create_task_category
Full name
insightly.insightly_create_task_category
ParameterTypeRequiredDescription
No parameters.
create_team Write

Create Team via Insightly.

Lua path
app.integrations.insightly.create_team
Full name
insightly.insightly_create_team
ParameterTypeRequiredDescription
No parameters.
create_team_member Write

Create Team Member via Insightly.

Lua path
app.integrations.insightly.create_team_member
Full name
insightly.insightly_create_team_member
ParameterTypeRequiredDescription
No parameters.
delete_contact Write

Delete Contact via Insightly.

Lua path
app.integrations.insightly.delete_contact
Full name
insightly.insightly_delete_contact
ParameterTypeRequiredDescription
No parameters.
delete_event Write

Delete Event via Insightly.

Lua path
app.integrations.insightly.delete_event
Full name
insightly.insightly_delete_event
ParameterTypeRequiredDescription
No parameters.
delete_lead Write

Delete Lead via Insightly.

Lua path
app.integrations.insightly.delete_lead
Full name
insightly.insightly_delete_lead
ParameterTypeRequiredDescription
No parameters.
delete_note Write

Delete Note via Insightly.

Lua path
app.integrations.insightly.delete_note
Full name
insightly.insightly_delete_note
ParameterTypeRequiredDescription
No parameters.
delete_note_comment Write

Delete Note Comment via Insightly.

Lua path
app.integrations.insightly.delete_note_comment
Full name
insightly.insightly_delete_note_comment
ParameterTypeRequiredDescription
No parameters.
delete_opportunity Write

Delete Opportunity via Insightly.

Lua path
app.integrations.insightly.delete_opportunity
Full name
insightly.insightly_delete_opportunity
ParameterTypeRequiredDescription
No parameters.
delete_organization Write

Delete Organization via Insightly.

Lua path
app.integrations.insightly.delete_organization
Full name
insightly.insightly_delete_organization
ParameterTypeRequiredDescription
No parameters.
delete_project Write

Delete Project via Insightly.

Lua path
app.integrations.insightly.delete_project
Full name
insightly.insightly_delete_project
ParameterTypeRequiredDescription
No parameters.
delete_task Write

Delete Task via Insightly.

Lua path
app.integrations.insightly.delete_task
Full name
insightly.insightly_delete_task
ParameterTypeRequiredDescription
No parameters.
delete_task_category Write

Delete Task Category via Insightly.

Lua path
app.integrations.insightly.delete_task_category
Full name
insightly.insightly_delete_task_category
ParameterTypeRequiredDescription
No parameters.
delete_team Write

Delete Team via Insightly.

Lua path
app.integrations.insightly.delete_team
Full name
insightly.insightly_delete_team
ParameterTypeRequiredDescription
No parameters.
delete_team_member Write

Delete Team Member via Insightly.

Lua path
app.integrations.insightly.delete_team_member
Full name
insightly.insightly_delete_team_member
ParameterTypeRequiredDescription
No parameters.
get_activity_set Read

Get Activity Set via Insightly.

Lua path
app.integrations.insightly.get_activity_set
Full name
insightly.insightly_get_activity_set
ParameterTypeRequiredDescription
No parameters.
get_contact Read

Get detailed information about a single Insightly contact by ID. Returns all contact fields including addresses, emails, phones, and linked organizations.

Lua path
app.integrations.insightly.get_contact
Full name
insightly.insightly_get_contact
ParameterTypeRequiredDescription
id integer yes The Insightly contact ID.
get_current_user Read

Get the profile of the currently authenticated Insightly user. Returns user name, email, account info, and timezone settings. Useful for verifying API connectivity.

Lua path
app.integrations.insightly.get_current_user
Full name
insightly.insightly_get_current_user
ParameterTypeRequiredDescription
No parameters.
get_event Read

Get Event via Insightly.

Lua path
app.integrations.insightly.get_event
Full name
insightly.insightly_get_event
ParameterTypeRequiredDescription
No parameters.
get_instance Read

Get Instance via Insightly.

Lua path
app.integrations.insightly.get_instance
Full name
insightly.insightly_get_instance
ParameterTypeRequiredDescription
No parameters.
get_lead Read

Get Lead via Insightly.

Lua path
app.integrations.insightly.get_lead
Full name
insightly.insightly_get_lead
ParameterTypeRequiredDescription
No parameters.
get_note Read

Get Note via Insightly.

Lua path
app.integrations.insightly.get_note
Full name
insightly.insightly_get_note
ParameterTypeRequiredDescription
No parameters.
get_opportunity Read

Get detailed information about a single Insightly opportunity by ID. Returns all opportunity fields including amount, stage, pipeline, and linked contacts.

Lua path
app.integrations.insightly.get_opportunity
Full name
insightly.insightly_get_opportunity
ParameterTypeRequiredDescription
id integer yes The Insightly opportunity ID.
get_organization Read

Get Organization via Insightly.

Lua path
app.integrations.insightly.get_organization
Full name
insightly.insightly_get_organization
ParameterTypeRequiredDescription
No parameters.
get_pipeline Read

Get Pipeline via Insightly.

Lua path
app.integrations.insightly.get_pipeline
Full name
insightly.insightly_get_pipeline
ParameterTypeRequiredDescription
No parameters.
get_pipeline_stage Read

Get Pipeline Stage via Insightly.

Lua path
app.integrations.insightly.get_pipeline_stage
Full name
insightly.insightly_get_pipeline_stage
ParameterTypeRequiredDescription
No parameters.
get_project Read

Get Project via Insightly.

Lua path
app.integrations.insightly.get_project
Full name
insightly.insightly_get_project
ParameterTypeRequiredDescription
No parameters.
get_task Read

Get Task via Insightly.

Lua path
app.integrations.insightly.get_task
Full name
insightly.insightly_get_task
ParameterTypeRequiredDescription
No parameters.
get_task_category Read

Get Task Category via Insightly.

Lua path
app.integrations.insightly.get_task_category
Full name
insightly.insightly_get_task_category
ParameterTypeRequiredDescription
No parameters.
get_team Read

Get Team via Insightly.

Lua path
app.integrations.insightly.get_team
Full name
insightly.insightly_get_team
ParameterTypeRequiredDescription
No parameters.
get_team_member Read

Get Team Member via Insightly.

Lua path
app.integrations.insightly.get_team_member
Full name
insightly.insightly_get_team_member
ParameterTypeRequiredDescription
No parameters.
get_user Read

Get User via Insightly.

Lua path
app.integrations.insightly.get_user
Full name
insightly.insightly_get_user
ParameterTypeRequiredDescription
No parameters.
list_activity_sets Read

List Activity Sets via Insightly.

Lua path
app.integrations.insightly.list_activity_sets
Full name
insightly.insightly_list_activity_sets
ParameterTypeRequiredDescription
No parameters.
list_contacts Read

List contacts from Insightly CRM. Returns contact records with names, emails, phones, and organization info. Use top/skip for pagination.

Lua path
app.integrations.insightly.list_contacts
Full name
insightly.insightly_list_contacts
ParameterTypeRequiredDescription
top integer no Maximum number of contacts to return.
skip integer no Number of contacts to skip for pagination.
brief boolean no Return only top-level contact properties.
count_total boolean no Ask Insightly to include total count metadata.
list_countries Read

List Countries via Insightly.

Lua path
app.integrations.insightly.list_countries
Full name
insightly.insightly_list_countries
ParameterTypeRequiredDescription
No parameters.
list_currencies Read

List Currencies via Insightly.

Lua path
app.integrations.insightly.list_currencies
Full name
insightly.insightly_list_currencies
ParameterTypeRequiredDescription
No parameters.
list_custom_fields Read

List Custom Fields via Insightly.

Lua path
app.integrations.insightly.list_custom_fields
Full name
insightly.insightly_list_custom_fields
ParameterTypeRequiredDescription
No parameters.
list_events Read

List Events via Insightly.

Lua path
app.integrations.insightly.list_events
Full name
insightly.insightly_list_events
ParameterTypeRequiredDescription
No parameters.
list_lead_sources Read

List Lead Sources via Insightly.

Lua path
app.integrations.insightly.list_lead_sources
Full name
insightly.insightly_list_lead_sources
ParameterTypeRequiredDescription
No parameters.
list_lead_statuses Read

List Lead Statuses via Insightly.

Lua path
app.integrations.insightly.list_lead_statuses
Full name
insightly.insightly_list_lead_statuses
ParameterTypeRequiredDescription
No parameters.
list_leads Read

List Leads via Insightly.

Lua path
app.integrations.insightly.list_leads
Full name
insightly.insightly_list_leads
ParameterTypeRequiredDescription
No parameters.
list_note_comments Read

List Note Comments via Insightly.

Lua path
app.integrations.insightly.list_note_comments
Full name
insightly.insightly_list_note_comments
ParameterTypeRequiredDescription
No parameters.
list_notes Read

List Notes via Insightly.

Lua path
app.integrations.insightly.list_notes
Full name
insightly.insightly_list_notes
ParameterTypeRequiredDescription
No parameters.
list_opportunities Read

List opportunities from Insightly CRM. Returns opportunity records with names, amounts, stages, and pipeline info. Use top/skip for pagination.

Lua path
app.integrations.insightly.list_opportunities
Full name
insightly.insightly_list_opportunities
ParameterTypeRequiredDescription
top integer no Maximum number of opportunities to return.
skip integer no Number of opportunities to skip for pagination.
brief boolean no Return only top-level opportunity properties.
count_total boolean no Ask Insightly to include total count metadata.
list_opportunity_categories Read

List Opportunity Categories via Insightly.

Lua path
app.integrations.insightly.list_opportunity_categories
Full name
insightly.insightly_list_opportunity_categories
ParameterTypeRequiredDescription
No parameters.
list_organizations Read

List Organizations via Insightly.

Lua path
app.integrations.insightly.list_organizations
Full name
insightly.insightly_list_organizations
ParameterTypeRequiredDescription
No parameters.
list_permissions Read

List Permissions via Insightly.

Lua path
app.integrations.insightly.list_permissions
Full name
insightly.insightly_list_permissions
ParameterTypeRequiredDescription
No parameters.
list_pipeline_stages Read

List Pipeline Stages via Insightly.

Lua path
app.integrations.insightly.list_pipeline_stages
Full name
insightly.insightly_list_pipeline_stages
ParameterTypeRequiredDescription
No parameters.
list_pipelines Read

List Pipelines via Insightly.

Lua path
app.integrations.insightly.list_pipelines
Full name
insightly.insightly_list_pipelines
ParameterTypeRequiredDescription
No parameters.
list_project_categories Read

List Project Categories via Insightly.

Lua path
app.integrations.insightly.list_project_categories
Full name
insightly.insightly_list_project_categories
ParameterTypeRequiredDescription
No parameters.
list_projects Read

List projects from Insightly CRM. Returns project records with names, statuses, dates, and linked records. Use top/skip for pagination.

Lua path
app.integrations.insightly.list_projects
Full name
insightly.insightly_list_projects
ParameterTypeRequiredDescription
top integer no Maximum number of projects to return.
skip integer no Number of projects to skip for pagination.
brief boolean no Return only top-level project properties.
count_total boolean no Ask Insightly to include total count metadata.
list_tags Read

List Tags via Insightly.

Lua path
app.integrations.insightly.list_tags
Full name
insightly.insightly_list_tags
ParameterTypeRequiredDescription
No parameters.
list_task_categories Read

List Task Categories via Insightly.

Lua path
app.integrations.insightly.list_task_categories
Full name
insightly.insightly_list_task_categories
ParameterTypeRequiredDescription
No parameters.
list_tasks Read

List Tasks via Insightly.

Lua path
app.integrations.insightly.list_tasks
Full name
insightly.insightly_list_tasks
ParameterTypeRequiredDescription
No parameters.
list_team_members Read

List Team Members via Insightly.

Lua path
app.integrations.insightly.list_team_members
Full name
insightly.insightly_list_team_members
ParameterTypeRequiredDescription
No parameters.
list_teams Read

List Teams via Insightly.

Lua path
app.integrations.insightly.list_teams
Full name
insightly.insightly_list_teams
ParameterTypeRequiredDescription
No parameters.
list_users Read

List Users via Insightly.

Lua path
app.integrations.insightly.list_users
Full name
insightly.insightly_list_users
ParameterTypeRequiredDescription
No parameters.
search_contacts Read

Search Contacts via Insightly.

Lua path
app.integrations.insightly.search_contacts
Full name
insightly.insightly_search_contacts
ParameterTypeRequiredDescription
No parameters.
search_contacts_by_tag Read

Search Contacts By Tag via Insightly.

Lua path
app.integrations.insightly.search_contacts_by_tag
Full name
insightly.insightly_search_contacts_by_tag
ParameterTypeRequiredDescription
No parameters.
search_custom_fields Read

Search Custom Fields via Insightly.

Lua path
app.integrations.insightly.search_custom_fields
Full name
insightly.insightly_search_custom_fields
ParameterTypeRequiredDescription
No parameters.
search_events Read

Search Events via Insightly.

Lua path
app.integrations.insightly.search_events
Full name
insightly.insightly_search_events
ParameterTypeRequiredDescription
No parameters.
search_leads Read

Search Leads via Insightly.

Lua path
app.integrations.insightly.search_leads
Full name
insightly.insightly_search_leads
ParameterTypeRequiredDescription
No parameters.
search_leads_by_tag Read

Search Leads By Tag via Insightly.

Lua path
app.integrations.insightly.search_leads_by_tag
Full name
insightly.insightly_search_leads_by_tag
ParameterTypeRequiredDescription
No parameters.
search_notes Read

Search Notes via Insightly.

Lua path
app.integrations.insightly.search_notes
Full name
insightly.insightly_search_notes
ParameterTypeRequiredDescription
No parameters.
search_opportunities Read

Search Opportunities via Insightly.

Lua path
app.integrations.insightly.search_opportunities
Full name
insightly.insightly_search_opportunities
ParameterTypeRequiredDescription
No parameters.
search_opportunities_by_tag Read

Search Opportunities By Tag via Insightly.

Lua path
app.integrations.insightly.search_opportunities_by_tag
Full name
insightly.insightly_search_opportunities_by_tag
ParameterTypeRequiredDescription
No parameters.
search_organizations Read

Search Organizations via Insightly.

Lua path
app.integrations.insightly.search_organizations
Full name
insightly.insightly_search_organizations
ParameterTypeRequiredDescription
No parameters.
search_organizations_by_tag Read

Search Organizations By Tag via Insightly.

Lua path
app.integrations.insightly.search_organizations_by_tag
Full name
insightly.insightly_search_organizations_by_tag
ParameterTypeRequiredDescription
No parameters.
search_projects Read

Search Projects via Insightly.

Lua path
app.integrations.insightly.search_projects
Full name
insightly.insightly_search_projects
ParameterTypeRequiredDescription
No parameters.
search_projects_by_tag Read

Search Projects By Tag via Insightly.

Lua path
app.integrations.insightly.search_projects_by_tag
Full name
insightly.insightly_search_projects_by_tag
ParameterTypeRequiredDescription
No parameters.
search_users Read

Search Users via Insightly.

Lua path
app.integrations.insightly.search_users
Full name
insightly.insightly_search_users
ParameterTypeRequiredDescription
No parameters.
update_contact Write

Update Contact via Insightly.

Lua path
app.integrations.insightly.update_contact
Full name
insightly.insightly_update_contact
ParameterTypeRequiredDescription
No parameters.
update_event Write

Update Event via Insightly.

Lua path
app.integrations.insightly.update_event
Full name
insightly.insightly_update_event
ParameterTypeRequiredDescription
No parameters.
update_lead Write

Update Lead via Insightly.

Lua path
app.integrations.insightly.update_lead
Full name
insightly.insightly_update_lead
ParameterTypeRequiredDescription
No parameters.
update_note Write

Update Note via Insightly.

Lua path
app.integrations.insightly.update_note
Full name
insightly.insightly_update_note
ParameterTypeRequiredDescription
No parameters.
update_opportunity Write

Update Opportunity via Insightly.

Lua path
app.integrations.insightly.update_opportunity
Full name
insightly.insightly_update_opportunity
ParameterTypeRequiredDescription
No parameters.
update_organization Write

Update Organization via Insightly.

Lua path
app.integrations.insightly.update_organization
Full name
insightly.insightly_update_organization
ParameterTypeRequiredDescription
No parameters.
update_project Write

Update Project via Insightly.

Lua path
app.integrations.insightly.update_project
Full name
insightly.insightly_update_project
ParameterTypeRequiredDescription
No parameters.
update_task Write

Update Task via Insightly.

Lua path
app.integrations.insightly.update_task
Full name
insightly.insightly_update_task
ParameterTypeRequiredDescription
No parameters.
update_task_category Write

Update Task Category via Insightly.

Lua path
app.integrations.insightly.update_task_category
Full name
insightly.insightly_update_task_category
ParameterTypeRequiredDescription
No parameters.
update_team Write

Update Team via Insightly.

Lua path
app.integrations.insightly.update_team
Full name
insightly.insightly_update_team
ParameterTypeRequiredDescription
No parameters.