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.
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 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.
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) kosmo integrations:lua workflow.lua --json
kosmo integrations:lua workflow.lua --force --json 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.
# 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:
| 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.
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_stagelist_activity_sets,get_activity_setlist_task_categories,create_task_category,update_task_category,delete_task_categorylist_lead_sources,list_lead_statuses,list_opportunity_categories,list_project_categorieslist_custom_fields,search_custom_fieldslist_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 })
``` 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_lead Write
Create Lead via Insightly.
- Lua path
app.integrations.insightly.create_lead- Full name
insightly.insightly_create_lead
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_opportunity Write
Create Opportunity via Insightly.
- Lua path
app.integrations.insightly.create_opportunity- Full name
insightly.insightly_create_opportunity
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_organization Write
Create Organization via Insightly.
- Lua path
app.integrations.insightly.create_organization- Full name
insightly.insightly_create_organization
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_project Write
Create Project via Insightly.
- Lua path
app.integrations.insightly.create_project- Full name
insightly.insightly_create_project
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_task Write
Create Task via Insightly.
- Lua path
app.integrations.insightly.create_task- Full name
insightly.insightly_create_task
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
create_team Write
Create Team via Insightly.
- Lua path
app.integrations.insightly.create_team- Full name
insightly.insightly_create_team
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_contact Write
Delete Contact via Insightly.
- Lua path
app.integrations.insightly.delete_contact- Full name
insightly.insightly_delete_contact
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_event Write
Delete Event via Insightly.
- Lua path
app.integrations.insightly.delete_event- Full name
insightly.insightly_delete_event
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_lead Write
Delete Lead via Insightly.
- Lua path
app.integrations.insightly.delete_lead- Full name
insightly.insightly_delete_lead
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_note Write
Delete Note via Insightly.
- Lua path
app.integrations.insightly.delete_note- Full name
insightly.insightly_delete_note
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_opportunity Write
Delete Opportunity via Insightly.
- Lua path
app.integrations.insightly.delete_opportunity- Full name
insightly.insightly_delete_opportunity
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_organization Write
Delete Organization via Insightly.
- Lua path
app.integrations.insightly.delete_organization- Full name
insightly.insightly_delete_organization
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_project Write
Delete Project via Insightly.
- Lua path
app.integrations.insightly.delete_project- Full name
insightly.insightly_delete_project
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_task Write
Delete Task via Insightly.
- Lua path
app.integrations.insightly.delete_task- Full name
insightly.insightly_delete_task
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
delete_team Write
Delete Team via Insightly.
- Lua path
app.integrations.insightly.delete_team- Full name
insightly.insightly_delete_team
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_event Read
Get Event via Insightly.
- Lua path
app.integrations.insightly.get_event- Full name
insightly.insightly_get_event
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_instance Read
Get Instance via Insightly.
- Lua path
app.integrations.insightly.get_instance- Full name
insightly.insightly_get_instance
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_lead Read
Get Lead via Insightly.
- Lua path
app.integrations.insightly.get_lead- Full name
insightly.insightly_get_lead
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_note Read
Get Note via Insightly.
- Lua path
app.integrations.insightly.get_note- Full name
insightly.insightly_get_note
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_pipeline Read
Get Pipeline via Insightly.
- Lua path
app.integrations.insightly.get_pipeline- Full name
insightly.insightly_get_pipeline
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_project Read
Get Project via Insightly.
- Lua path
app.integrations.insightly.get_project- Full name
insightly.insightly_get_project
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_task Read
Get Task via Insightly.
- Lua path
app.integrations.insightly.get_task- Full name
insightly.insightly_get_task
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_team Read
Get Team via Insightly.
- Lua path
app.integrations.insightly.get_team- Full name
insightly.insightly_get_team
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
get_user Read
Get User via Insightly.
- Lua path
app.integrations.insightly.get_user- Full name
insightly.insightly_get_user
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_currencies Read
List Currencies via Insightly.
- Lua path
app.integrations.insightly.list_currencies- Full name
insightly.insightly_list_currencies
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_events Read
List Events via Insightly.
- Lua path
app.integrations.insightly.list_events- Full name
insightly.insightly_list_events
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_leads Read
List Leads via Insightly.
- Lua path
app.integrations.insightly.list_leads- Full name
insightly.insightly_list_leads
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_notes Read
List Notes via Insightly.
- Lua path
app.integrations.insightly.list_notes- Full name
insightly.insightly_list_notes
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_organizations Read
List Organizations via Insightly.
- Lua path
app.integrations.insightly.list_organizations- Full name
insightly.insightly_list_organizations
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_permissions Read
List Permissions via Insightly.
- Lua path
app.integrations.insightly.list_permissions- Full name
insightly.insightly_list_permissions
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_pipelines Read
List Pipelines via Insightly.
- Lua path
app.integrations.insightly.list_pipelines- Full name
insightly.insightly_list_pipelines
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_tasks Read
List Tasks via Insightly.
- Lua path
app.integrations.insightly.list_tasks- Full name
insightly.insightly_list_tasks
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_teams Read
List Teams via Insightly.
- Lua path
app.integrations.insightly.list_teams- Full name
insightly.insightly_list_teams
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
list_users Read
List Users via Insightly.
- Lua path
app.integrations.insightly.list_users- Full name
insightly.insightly_list_users
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_contacts Read
Search Contacts via Insightly.
- Lua path
app.integrations.insightly.search_contacts- Full name
insightly.insightly_search_contacts
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_events Read
Search Events via Insightly.
- Lua path
app.integrations.insightly.search_events- Full name
insightly.insightly_search_events
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_leads Read
Search Leads via Insightly.
- Lua path
app.integrations.insightly.search_leads- Full name
insightly.insightly_search_leads
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_notes Read
Search Notes via Insightly.
- Lua path
app.integrations.insightly.search_notes- Full name
insightly.insightly_search_notes
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_opportunities Read
Search Opportunities via Insightly.
- Lua path
app.integrations.insightly.search_opportunities- Full name
insightly.insightly_search_opportunities
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_organizations Read
Search Organizations via Insightly.
- Lua path
app.integrations.insightly.search_organizations- Full name
insightly.insightly_search_organizations
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_projects Read
Search Projects via Insightly.
- Lua path
app.integrations.insightly.search_projects- Full name
insightly.insightly_search_projects
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
search_users Read
Search Users via Insightly.
- Lua path
app.integrations.insightly.search_users- Full name
insightly.insightly_search_users
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_contact Write
Update Contact via Insightly.
- Lua path
app.integrations.insightly.update_contact- Full name
insightly.insightly_update_contact
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_event Write
Update Event via Insightly.
- Lua path
app.integrations.insightly.update_event- Full name
insightly.insightly_update_event
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_lead Write
Update Lead via Insightly.
- Lua path
app.integrations.insightly.update_lead- Full name
insightly.insightly_update_lead
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_note Write
Update Note via Insightly.
- Lua path
app.integrations.insightly.update_note- Full name
insightly.insightly_update_note
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_opportunity Write
Update Opportunity via Insightly.
- Lua path
app.integrations.insightly.update_opportunity- Full name
insightly.insightly_update_opportunity
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_organization Write
Update Organization via Insightly.
- Lua path
app.integrations.insightly.update_organization- Full name
insightly.insightly_update_organization
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_project Write
Update Project via Insightly.
- Lua path
app.integrations.insightly.update_project- Full name
insightly.insightly_update_project
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_task Write
Update Task via Insightly.
- Lua path
app.integrations.insightly.update_task- Full name
insightly.insightly_update_task
| Parameter | Type | Required | Description |
|---|---|---|---|
| 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
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||
update_team Write
Update Team via Insightly.
- Lua path
app.integrations.insightly.update_team- Full name
insightly.insightly_update_team
| Parameter | Type | Required | Description |
|---|---|---|---|
| No parameters. | |||