Use Insightly with AI Agents

Productivity-agent

Insightly is a customer relationship management (CRM) software that helps businesses manage their sales, marketing, and project management activities. It provides features such as lead and opportunity tracking, task management, contact and calendar management, and reporting.

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🔗 Connect and Use Insightly

1. 🔑 Connect your Insightly accoun

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Insightly for AI assitants/agents

Language

PYTHON

Framework

Create Contact

Creates a new contact in Insightly CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CONTACT])

Update Contact

Updates an existing contact's information in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT])

Create Organization

Creates a new organization record in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_ORGANIZATION])

Update Organization

Updates an existing organization's details in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_ORGANIZATION])

Create Opportunity

Creates a new sales opportunity in Insightly CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])

Update Opportunity

Updates an existing opportunity's information in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY])

Create Task

Creates a new task in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Update Task

Updates an existing task's details in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_TASK])

Create Project

Creates a new project in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_PROJECT])

Update Project

Updates an existing project's information in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_PROJECT])

Add Note

Adds a new note to a record in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_NOTE])

Create Lead

Creates a new lead in Insightly CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])

Update Lead

Updates an existing lead's information in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_LEAD])

Convert Lead

Converts a lead to an opportunity, organization, or contact in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONVERT_LEAD])

Create Custom Field

Creates a new custom field for a specific object type in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD])

New Contact

Triggers when a new contact is created in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CONTACT])

Updated Contact

Triggers when a contact's information is updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_CONTACT])

New Organization

Triggers when a new organization is created in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_ORGANIZATION])

Updated Organization

Triggers when an organization's details are updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_ORGANIZATION])

New Opportunity

Triggers when a new opportunity is created in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY])

Updated Opportunity

Triggers when an opportunity's information is updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_OPPORTUNITY])

New Task

Triggers when a new task is created in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TASK])

Updated Task

Triggers when a task's details are updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_TASK])

New Project

Triggers when a new project is created in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_PROJECT])

Updated Project

Triggers when a project's information is updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_PROJECT])

New Note

Triggers when a new note is added to a record in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE])

New Lead

Triggers when a new lead is created in Insightly CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_LEAD])

Updated Lead

Triggers when a lead's information is updated in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_LEAD])

Converted Lead

Triggers when a lead is converted in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONVERTED_LEAD])

New Custom Field

Triggers when a new custom field is created for an object type in Insightly.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CUSTOM_FIELD])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Insightly?

Composio.dev seamlessly integrates with Insightly, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Insightly to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Insightly?

With Insightly, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Insightly into my project?

Composio.dev provides a seamless integration for Insightly, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Insightly, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Insightly into your projects seamlessly.

What is the pricing for Insightly?

Insightly is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Insightly without worrying about breaking the bank.

What kind of authentication is supported for Insightly?

Insightly supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Insightly seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Insightly to my project?

Absolutely! You can easily incorporate Insightly into your project by utilizing the Composio.dev API. This API allows you to call functions from Insightly, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Insightly to your project with ease.

What is the accuracy of Insightly?

Insightly is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Insightly's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Insightly?

Insightly can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Insightly can help you bring your ideas to life.

How does Insightly handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Insightly takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Insightly provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Insightly for your AI development needs.