Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly's tightly integrated CRM & project management features to close new business, track post sale customer interactions & drive repeat purchases.
Status: Preview |
Tier: Standard |
Version: 1.0 |
Name |
Summary |
List tasks |
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Update task |
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Add task |
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List projects |
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Update project |
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Add project |
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List leads |
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Update lead |
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Add lead |
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List contacts |
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Update contact |
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Add contact |
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List users |
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Delete task |
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Follow a task |
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Delete project |
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Delete lead |
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Delete contact |
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Add organization |
Name |
Summary |
When a task is assigned to me |
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When a task is created |
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When a task is updated |
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When a project is created |
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When a project is updated |
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When a lead is created |
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When a lead is updated |
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When a contact is created |
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When a contact is updated |
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When an event is created |
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When an event is updated |
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Summary: List tasks
Description: List tasks
Syntax:
Insightly.ListTasks ()
Returns:
Type:ListTasksResponse
Description: An Insightly Tasks response object.
Summary: Update task
Description: Update task
Syntax:
Insightly.UpdateTask (string id, TaskRequest updatedTask)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Task Id) |
Unique Id of the task to update. |
True |
|
updatedTask |
|
An Insightly Task Request Object |
True |
Returns:
Type:Task
Description: An Insightly Task Object
Summary: Add task
Description: Add task
Syntax:
Insightly.AddTask (TaskRequest newTask)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
newTask |
|
An Insightly Task Request Object |
True |
Returns:
Type:Task
Description: An Insightly Task Object
Summary: List projects
Description: List projects
Syntax:
Insightly.ListProjects ()
Returns:
Type:ListProjectsResponse
Description: A Insightly Project response object
Summary: Update project
Description: Update project
Syntax:
Insightly.UpdateProject (string id, ProjectRequest updatedProject)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Project Id) |
Unique Id of the project to update |
True |
|
updatedProject |
|
An Insightly Project Object |
True |
Returns:
Type:Project
Description: An Insightly Project Object
Summary: Add project
Description: Add project
Syntax:
Insightly.AddProject (ProjectRequest newProject)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
newProject |
|
An Insightly Project Object |
True |
Returns:
Type:Project
Description: An Insightly Project Object
Summary: List leads
Description: List leads
Syntax:
Insightly.ListLeads ()
Returns:
Type:ListLeadsResponse
Description: A Insightly Lead response object
Summary: Update lead
Description: Update lead
Syntax:
Insightly.UpdateLead (string id, LeadRequest updatedLead)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Lead Id) |
Unique Id of the lead to update |
True |
|
updatedLead |
|
An Insightly LeadRequest Object |
True |
Returns:
Type:Lead
Description: An Insightly Lead Object
Summary: Add lead
Description: Add lead
Syntax:
Insightly.AddLead (LeadRequest newLead)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
newLead |
|
An Insightly LeadRequest Object |
True |
Returns:
Type:Lead
Description: An Insightly Lead Object
Summary: List contacts
Description: List contacts
Syntax:
Insightly.ListContacts ()
Returns:
Type:ListContactsResponse
Description: A Insightly contact response object
Summary: Update contact
Description: Update contact
Syntax:
Insightly.UpdateContact (string id, ContactRequest updatedContact)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Contact Id) |
Unique Id of the contact to update |
True |
|
updatedContact |
|
An Insightly Contact Request Object |
True |
Returns:
Type:Contact
Description: An Insightly Contact Object
Summary: Add contact
Description: Add contact
Syntax:
Insightly.AddContact (ContactRequest newContact)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
newContact |
|
An Insightly Contact Request Object |
True |
Returns:
Type:Contact
Description: An Insightly Contact Object
Summary: List users
Description: List users
Syntax:
Insightly.ListUsers ()
Returns:
Type:ListUsersResponse
Description: A Insightly User response object
Summary: Delete task
Description: Delete task
Syntax:
Insightly.DeleteTask (integer taskId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
taskId |
integer(int32) (Task Id) |
Task Id |
True |
Returns:
Type:Object
Summary: Follow a task
Description: Follow a task
Syntax:
Insightly.FollowTask (integer taskId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
taskId |
integer(int32) (Task Id) |
Task Id |
True |
Returns:
Type:Object
Summary: Delete project
Description: Delete project
Syntax:
Insightly.DeleteProject (integer projectId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
projectId |
integer(int32) (Project Id) |
Project Id |
True |
Returns:
Type:Object
Summary: Delete lead
Description: Delete lead
Syntax:
Insightly.DeleteLead (integer leadId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
leadId |
integer(int32) (Lead Id) |
Lead Id |
True |
Returns:
Type:Object
Summary: Delete contact
Description: Delete contact
Syntax:
Insightly.DeleteContact (integer contactId)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
contactId |
integer(int32) (Contact Id) |
Contact Id |
True |
Returns:
Type:Object
Summary: Add organization
Description: Add organization
Syntax:
Insightly.AddOrganization (OrganizationRequest newOrganization)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
newOrganization |
|
An Insightly Organization Request Object |
True |
Returns:
Type:Organization
Description: An Insightly Organization Object
Summary: When a task is assigned to me
Description: Triggers a new flow when a task is assigned to me
Syntax:
Insightly.OnTaskAssignedToMe ()
Returns:
Type:ListTasksResponse
Description: An Insightly Tasks response object.
Summary: When a task is created
Description: Triggers a new flow when a new task is created
Syntax:
Insightly.OnTaskCreated ()
Returns:
Type:ListTasksResponse
Description: An Insightly Tasks response object.
Summary: When a task is updated
Description: Triggers a new flow when a task is updated
Syntax:
Insightly.OnTaskUpdated ()
Returns:
Type:ListTasksResponse
Description: An Insightly Tasks response object.
Summary: When a project is created
Description: Triggers a new flow when a new project is created
Syntax:
Insightly.OnProjectCreated ()
Returns:
Type:ListProjectsResponse
Description: A Insightly Project response object
Summary: When a project is updated
Description: Triggers a new flow when a project is updated
Syntax:
Insightly.OnProjectUpdated ()
Returns:
Type:ListProjectsResponse
Description: A Insightly Project response object
Summary: When a lead is created
Description: Triggers a new flow when a new lead is created
Syntax:
Insightly.OnLeadCreated ()
Returns:
Type:Lead
Description: An Insightly Lead Object
Summary: When a lead is updated
Description: Triggers a new flow when a lead is updated
Syntax:
Insightly.OnLeadUpdated ()
Returns:
Type:Lead
Description: An Insightly Lead Object
Summary: When a contact is created
Description: Triggers a new flow when a new contact is created
Syntax:
Insightly.OnContactCreated ()
Returns:
Type:ListContactsResponse
Description: A Insightly contact response object
Summary: When a contact is updated
Description: Triggers a new flow when a contact is updated
Syntax:
Insightly.OnContactUpdated ()
Returns:
Type:ListContactsResponse
Description: A Insightly contact response object
Summary: When an event is created
Description: Triggers a new flow when a new event is created
Syntax:
Insightly.OnEventCreated ()
Returns:
Type:ListEventsResponse
Description: A Insightly Event response object
Summary: When an event is updated
Description: Triggers a new flow when an event is updated
Syntax:
Insightly.OnEventUpdated ()
Returns:
Type:ListEventsResponse
Description: A Insightly Event response object
Summary:
Description: An Insightly Contact Address Object
Properties:
Name |
Type |
Summary |
ADDRESS_ID |
integer(int32) Address Id |
The unique identifier of the address. |
ADDRESS_TYPE |
string Address Type |
Address type. |
STREET |
string Address Street |
Address street. |
CITY |
string Address City |
Address city. |
STATE |
string Address State |
Address state. |
POSTCODE |
string Address Postcode |
Address postcode. |
COUNTRY |
string Address Country |
Address country. |
Summary:
Description: An Insightly Contact Object
Properties:
Name |
Type |
Summary |
ADDRESS_WORK |
Address (Work) |
|
ADDRESS_HOME |
Address (Home) |
|
ADDRESS_POSTAL |
Address (Postal) |
|
ADDRESS_PRIMARY |
Address (Primary) |
|
ADDRESS_OTHER |
Address (Other) |
|
EMAIL_WORK |
string Email (Work) |
The work email of the contact. |
EMAIL_HOME |
string Email (Home) |
The home email of the contact. |
EMAIL_PERSONAL |
string Email (Personal) |
The personal email of the contact. |
EMAIL_OTHER |
string Email (Other) |
The other email of the contact. |
PHONE_WORK |
string Phone (Work) |
The work phone number of the contact. |
PHONE_HOME |
string Phone (Home) |
The home phone number of the contact. |
PHONE_MOBILE |
string Phone (mobile) |
The mobile phone number of the contact. |
PHONE_OTHER |
string Phone (Other) |
The other phone number of the contact. |
CONTACT_ID |
integer(int32) Contact Id |
The unique identifier of the contact. |
SALUTATION |
string Salutation |
The salutation of the contact. |
FIRST_NAME |
string First Name |
First name of the contact. |
LAST_NAME |
string Last Name |
Last name of the contact. |
IMAGE_URL |
string Image URL |
Contact image URL. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
VISIBLE_TO |
string Contact Visibility |
Contact visibility. |
BACKGROUND |
string Background |
Background |
DEFAULT_LINKED_ORGANISATION |
integer(int32) Default Linked Organization |
Default linked organization. |
OWNER_USER_ID |
integer(int32) Owner User Id |
The unique identifier of the owner. |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
The unique identifier of the team. |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
The unique identifiers of the users. |
CAN_EDIT |
boolean Can Edit |
Can edit |
CAN_DELETE |
boolean Can Delete |
Can delete |
SOCIAL_LINKEDIN |
string Social LinkedIn |
Social LinkedIn. |
SOCIAL_FACEBOOK |
string Social Facebook |
Social Facebook. |
SOCIAL_TWITTER |
string Social Twitter |
Social Twitter. |
Summary: Address (Work)
Description:
Properties:
Name |
Type |
Summary |
STREET |
string Street |
Address street. |
CITY |
string City |
Address city. |
STATE |
string State |
Address state. |
POSTCODE |
string Postcode |
Address postcode. |
COUNTRY |
string Country |
Address country. |
Summary: Address (Home)
Description:
Properties:
Name |
Type |
Summary |
STREET |
string Street |
Address street. |
CITY |
string City |
Address city. |
STATE |
string State |
Address state. |
POSTCODE |
string Postcode |
Address postcode. |
COUNTRY |
string Country |
Address country. |
Summary: Address (Postal)
Description:
Properties:
Name |
Type |
Summary |
STREET |
string Street |
Address street. |
CITY |
string City |
Address city. |
STATE |
string State |
Address state. |
POSTCODE |
string Postcode |
Address postcode. |
COUNTRY |
string Country |
Address country. |
Summary: Address (Primary)
Description:
Properties:
Name |
Type |
Summary |
STREET |
string Street |
Address street. |
CITY |
string City |
Address city. |
STATE |
string State |
Address state. |
POSTCODE |
string Postcode |
Address postcode. |
COUNTRY |
string Country |
Address country. |
Summary: Address (Other)
Description:
Properties:
Name |
Type |
Summary |
STREET |
string Street |
Address street. |
CITY |
string City |
Address city. |
STATE |
string State |
Address state. |
POSTCODE |
string Postcode |
Address postcode. |
COUNTRY |
string Country |
Address country. |
Summary:
Description: An Insightly Contact Information Object
Properties:
Name |
Type |
Summary |
CONTACT_INFO_ID |
integer(int32) Contact info Id |
The unique identifier of the contact info. |
TYPE |
string Type |
Contact info type. Values: [Phone, Email, Social, Website] |
SUBTYPE |
string SubType |
Contact info sub-type. |
LABEL |
string Label |
Contact info label. |
DETAIL |
string Detail |
Contact info detail. |
Summary:
Description: An Insightly Contact Request Object
Properties:
Name |
Type |
Summary |
SALUTATION |
string Salutation |
The salutation of the contact. |
FIRST_NAME |
string First Name |
First name of the contact. |
LAST_NAME |
string Last Name |
Last name of the lead. |
BACKGROUND |
string Background |
Background |
VISIBLE_TO |
string Contact Visibility |
Contact Visibility Values: [Everyone, Individuals, Owner, Team] |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
Visible Team Id (Required when team visibility state is selected) |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
Visible User IDs (Required when individuals visibility state is selected) |
CONTACTINFOS |
array of (ContactInfo) Contact Information |
Contact Information |
TAGS |
array of (Tag) Tag |
Tag |
Summary:
Description: An Insightly Event Object
Properties:
Name |
Type |
Summary |
EVENT_ID |
integer(int32) Event Id |
The unique identifier of the event. |
TITLE |
string Title |
The title of the event. |
START_DATE_UTC |
string Start Date-Time |
yyyy-MM-dd HH:mm:ss |
END_DATE_UTC |
string End Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
OWNER_USER_ID |
integer(int32) Owner User Id |
The unique identifier of the owner. |
REMINDER_SENT |
boolean Is Reminder Sent |
A boolean value determining whether or not the reminder was sent. |
ALL_DAY |
boolean Is All Day Event |
A boolean value determining whether or not the event is all day. |
PUBLICLY_VISIBLE |
boolean Is Event Visible |
A boolean value determining whether or not the event is publicly visible. |
CAN_EDIT |
boolean Can Edit |
Can edit |
CAN_DELETE |
boolean Can Delete |
Can delete |
Summary:
Description: An Insightly Lead Object
Properties:
Name |
Type |
Summary |
LEAD_ID |
integer(int32) Lead Id |
The unique identifier of the lead. |
SALUTATION |
string Salutation |
The salutation of the lead. |
TITLE |
string Title |
The title of the lead. |
FIRST_NAME |
string First Name |
First name of the lead. |
LAST_NAME |
string Last Name |
Last name of the lead. |
LEAD_DESCRIPTION |
string Lead Description |
A brief description of the lead. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
CONVERTED_DATE_UTC |
string Converted Date-Time |
yyyy-MM-dd HH:mm:ss |
LEAD_STATUS_ID |
integer(int32) Lead Status Id |
The status Id of the lead. |
VISIBLE_TO |
string Lead Visibility |
Lead visibility. |
ORGANIZATION_NAME |
string Organization Name |
The name of the organization. |
PHONE_NUMBER |
string Phone Number |
Lead phone number. |
MOBILE_PHONE_NUMBER |
string Mobile Phone Number |
Lead mobile phone number. |
EMAIL_ADDRESS |
string Email Address |
Lead email address. |
CONVERTED |
boolean Is Converted |
A boolean value determining whether or not the lead is converted. |
WEBSITE_URL |
string Website URL |
Lead website URL |
OWNER_USER_ID |
integer(int32) Lead Owner |
The unique identifier of the lead owner. |
RESPONSIBLE_USER_ID |
integer(int32) Lead Responsible |
The unique identifier of the responsible user. |
EMPLOYEE_COUNT |
integer(int32) Lead Employee Count |
The employee count of the lead. |
LEAD_RATING |
integer(int32) Lead Rating |
The rating of the lead. |
INDUSTRY |
string Industry |
The industry of the lead. |
ADDRESS_STREET |
string Address Street |
Address street. |
ADDRESS_CITY |
string Address City |
Address city. |
ADDRESS_STATE |
string Address State |
Address state. |
ADDRESS_POSTCODE |
string Address Postcode |
Address postcode. |
ADDRESS_COUNTRY |
string Address Country |
Address country. |
FAX_NUMBER |
string Fax Number |
Lead fax number. |
CONVERTED_CONTACT_ID |
integer(int32) Converted Contact Id |
The unique identifier of the converted contact. |
CONVERTED_ORGANIZATION_ID |
integer(int32) Converted Organization Id |
The unique identifier of the converted organization. |
CONVERTED_OPPORTUNITY_ID |
integer(int32) Converted Opportunity Id |
The unique identifier of the opportunity. |
LEAD_SOURCE_ID |
integer(int32) Lead Source Id |
The unique identifier of the lead source. |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
The unique identifier of the team. |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
The unique identifiers of the users. |
IMAGE_URL |
string Image URL |
Lead Image URL |
CAN_EDIT |
boolean Can Edit |
Can edit |
CAN_DELETE |
boolean Can Delete |
Can delete |
Summary:
Description: An Insightly LeadRequest Object
Properties:
Name |
Type |
Summary |
TITLE |
string Title |
The title of the lead. |
FIRST_NAME |
string First Name |
First name of the lead. |
LAST_NAME |
string Last Name |
Last name of the lead. |
LEAD_DESCRIPTION |
string Lead Description |
A brief description of the lead. |
CONVERTED_DATE_UTC |
string Converted Date-Time |
yyyy-MM-dd HH:mm:ss |
VISIBLE_TO |
string Lead Visibility |
Lead Visibility Values: [Everyone, Individuals, Owner, Team] |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
Visible Team Id (Required when team visibility state is selected) |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
Visible User IDs (Required when individuals visibility state is selected) |
ORGANIZATION_NAME |
string Organization Name |
The name of the organization. |
PHONE_NUMBER |
string Phone Number |
Lead phone number. |
MOBILE_PHONE_NUMBER |
string Mobile Phone Number |
Lead mobile phone number. |
EMAIL_ADDRESS |
string Email Address |
Lead email address. |
CONVERTED |
boolean Is Converted |
A boolean value determining whether or not the lead is converted. |
WEBSITE_URL |
string Website URL |
Lead website URL |
OWNER_USER_ID |
integer(int32) Lead Owner |
The unique identifier of the lead owner. |
RESPONSIBLE_USER_ID |
integer(int32) Lead Responsible |
The unique identifier of the responsible user. |
EMPLOYEE_COUNT |
integer(int32) Lead Employee Count |
The employee count of the lead. |
LEAD_RATING |
integer(int32) Lead Rating |
The rating of the lead. |
INDUSTRY |
string Industry |
The industry of the lead. |
TAGS |
array of (Tag) Tag |
Tag |
Summary:
Description: A Insightly contact response object
Properties:
Name |
Type |
Summary |
contacts |
array of (Contact) Contacts |
A collection of contacts |
Summary:
Description: A Insightly Event response object
Properties:
Name |
Type |
Summary |
events |
array of (Event) Events |
A collection of events |
Summary:
Description: A Insightly Lead response object
Properties:
Name |
Type |
Summary |
leads |
array of (Lead) Leads |
A collection of leads |
Summary:
Description: A Insightly Project response object
Properties:
Name |
Type |
Summary |
projects |
array of (Project) Projects |
A collection of projects |
Summary:
Description: An Insightly Tasks response object.
Properties:
Name |
Type |
Summary |
tasks |
array of (Task) Tasks |
A collection of tasks |
Summary:
Description: A Insightly User response object
Properties:
Name |
Type |
Summary |
users |
array of (User) Users |
A collection of users |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description: An Insightly Organization Object
Properties:
Name |
Type |
Summary |
ORGANISATION_ID |
integer(int32) Organization Id |
The unique identifier of the organization. |
ORGANISATION_BACKGROUND |
string Organization Background |
The background of the organization. |
ORGANISATION_NAME |
string Organization Name |
The name of the organization. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
OWNER_USER_ID |
integer(int32) Organization Owner |
The unique identifier of the owner. |
VISIBLE_TO |
string Organization Visibility |
Organization visibility. |
ADDRESSES |
array of (Address) Organization |
Organization Addresses |
CONTACTINFOS |
array of (ContactInfo) Contact Information |
Contact Information |
BACKGROUND |
string Background |
The background of the organization. |
IMAGE_URL |
string Image URL |
Organization image URL. |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
The unique identifier of the team. |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
The unique identifiers of the users. |
Summary:
Description: An Insightly Organization Request Object
Properties:
Name |
Type |
Summary |
ORGANISATION_NAME |
string Organization Name |
The name of the organization. |
ORGANISATION_BACKGROUND |
string Organization Background |
The background of the organization. |
VISIBLE_TO |
string Organization Visibility |
Organization visibility. Values: [Everyone, Individuals, Owner, Team] |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
Visible Team Id (Required when team visibility state is selected) |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
Visible User IDs (Required when individuals visibility state is selected) |
ADDRESSES |
array of (Address) Organization Address |
Organization Addresses |
CONTACTINFOS |
array of (ContactInfo) Contact Information |
Contact Information |
TAGS |
array of (Tag) Tags |
Tags |
Summary:
Description: An Insightly Project Object
Properties:
Name |
Type |
Summary |
PROJECT_ID |
integer(int32) Project Id |
The unique identifier of the project. |
PROJECT_NAME |
string Project Name |
The name of the project. |
STATUS |
string Project Status |
The status of the project. |
PROJECT_DETAILS |
string Project Details |
The details of the project. |
IMAGE_URL |
string Image URL |
The image URL of the project. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
VISIBLE_TO |
string Project Visible |
Project Visibility. |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
STARTED_DATE |
string Started Date-Time |
yyyy-MM-dd HH:mm:ss |
COMPLETED_DATE |
string Completed Date-Time |
yyyy-MM-dd HH:mm:ss |
OWNER_USER_ID |
integer(int32) Project Owner |
The unique identifier of the project owner. |
RESPONSIBLE_USER_ID |
integer(int32) Assigned To |
The unique identifier of the assigned user. |
OPPORTUNITY_ID |
integer(int32) Opportunity Id |
The unique identifier of the opportunity. |
PIPELINE_ID |
integer(int32) Pipeline Id |
The unique identifier of the pipeline. |
STAGE_ID |
integer(int32) Stage Id |
The unique identifier of the stage. |
CATEGORY_ID |
integer(int32) Category Id |
The unique identifier of the category. |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
The unique identifier of the team. |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
The unique identifiers of the users. |
CAN_EDIT |
boolean Can Edit |
Can edit |
CAN_DELETE |
boolean Can Delete |
Can delete |
Summary:
Description: An Insightly Project Object
Properties:
Name |
Type |
Summary |
PROJECT_NAME |
string Project Name |
The name of the project. |
PROJECT_DETAILS |
string Project Details |
The details of the project. |
STATUS |
string Project Status |
The status of the project. Values: [Completed, Deferred, In Progress, Not Started, Abandoned, Cancelled] |
IMAGE_URL |
string Image URL |
The image URL of the project. |
VISIBLE_TO |
string Project Visibility |
Project Visibility. Values: [Everyone, Individuals, Owner, Team] |
VISIBLE_TEAM_ID |
integer(int32) Visible Team Id |
Visible Team Id (Required when team visibility state is selected) |
VISIBLE_USER_IDS |
integer(int32) Visible User IDs |
Visible User IDs (Required when individuals visibility state is selected) |
OPPORTUNITY_ID |
integer(int32) Opportunity Id |
The unique identifier of the opportunity. |
PIPELINE_ID |
integer(int32) Pipeline Id |
The unique identifier of the pipeline. |
STAGE_ID |
integer(int32) Stage Id |
The unique identifier of the stage. |
TAGS |
array of (Tag) Tags |
Tags |
Summary:
Description: A Tag Object
Properties:
Name |
Type |
Summary |
TAG_NAME |
string Tag Name |
The name of the tag. |
Summary:
Description: An Insightly Task Object
Properties:
Name |
Type |
Summary |
TASK_ID |
integer(int32) Task Id |
The unique identifier of the task. |
TITLE |
string Task Title |
The title of the task. |
DUE_DATE |
string Due Date-Time |
yyyy-MM-dd HH:mm:ss |
CATEGORY_ID |
integer(int32) Category Id |
The unique identifier of the category. |
COMPLETED_DATE_UTC |
string Completed Date-Time |
yyyy-MM-dd HH:mm:ss |
COMPLETED |
boolean Is Completed |
A boolean value determining whether or not the task is completed. |
DETAILS |
string Task Details |
The details of the task. |
STATUS |
string Task Status |
The status of the task. Values: [Completed, Deferred, In Progress, Not Started, Waiting] |
PRIORITY |
integer(int32) Task Priority |
The priority of the task. |
START_DATE |
string Start Date-Time |
yyyy-MM-dd HH:mm:ss |
PROJECT_ID |
integer(int32) Project Id |
The unique identifier of the project. |
OPPORTUNITY_ID |
integer(int32) Opportunity Id |
The unique identifier of the opportunity. |
MILESTONE_ID |
integer(int32) Milestone Id |
The unique identifier of the milestone. |
PIPELINE_ID |
integer(int32) Pipeline Id |
The unique identifier of the pipeline. |
STAGE_ID |
integer(int32) Stage Id |
The unique identifier of the stage. |
PERCENT_COMPLETE |
integer(int32) Percentage Complete |
The task completed value in percent. |
OWNER_USER_ID |
integer(int32) Task Owner |
The unique identifier of the task owner. |
RESPONSIBLE_USER_ID |
integer(int32) Assigned To |
The unique identifier of the user assigned to the task. |
PUBLICLY_VISIBLE |
boolean Is Task Visible |
A boolean value determining whether or not the task is publicly visible. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
ASSIGNED_BY_USER_ID |
integer(int32) Assigned by User Id |
The unique identifier of the assigned by user. |
PARENT_TASK_ID |
integer(int32) Parent Task Id |
The unique identifier of the parent task. |
OWNER_VISIBLE |
boolean Is Owner Visible |
A boolean value determining whether or not the owner is publicly visible. |
ASSIGNED_TEAM_ID |
integer(int32) Assigned Team Id |
The unique identifier of the assigned team. |
ASSIGNED_DATE_UTC |
string Assigned Date-Time |
yyyy-MM-dd HH:mm:ss |
REMINDER_DATE_UTC |
string Reminder Date-Time |
yyyy-MM-dd HH:mm:ss |
REMINDER_SENT |
boolean Is Reminder Sent |
A boolean value determining whether or not a reminder is set. |
RECURRENCE |
string Recurrence |
Recurrence |
CAN_EDIT |
boolean Can Edit |
Can edit. |
CAN_DELETE |
boolean Can Delete |
Can delete |
Summary:
Description: An Insightly Task Request Object
Properties:
Name |
Type |
Summary |
TITLE |
string Task Title |
The title of the task. |
DUE_DATE |
string Due Date-Time |
yyyy-MM-dd HH:mm:ss |
COMPLETED |
boolean Is Completed |
A boolean value determining whether or not the task is completed. |
DETAILS |
string Task Details |
The details of the task. |
STATUS |
string Task Status |
The status of the task. Values: [Completed, Deferred, In Progress, Not Started, Waiting] |
PRIORITY |
integer(int32) Task Priority |
The priority of the task. |
PUBLICLY_VISIBLE |
boolean Is Task Visible |
A boolean value determining whether or not the task is publicly visible. |
Summary:
Description: An Insightly User Object
Properties:
Name |
Type |
Summary |
USER_ID |
integer(int32) User Id |
The unique identifier of the user. |
CONTACT_ID |
integer(int32) Contact Id |
The unique identifier of the contact. |
FIRST_NAME |
string First Name |
First name of the user. |
LAST_NAME |
string Last Name |
Last name of the user. |
EMAIL_ADDRESS |
string Email Address |
User email address. |
TIMEZONE_ID |
string Time zone Id |
The unique identifier of the timezone. |
EMAIL_DROPBOX_IDENTIFIER |
string Email Dropbox Id |
The unique identifier of the email dropbox. |
EMAIL_DROPBOX_ADDRESS |
string Email Dropbox Address |
Email dropbox address |
ADMINISTRATOR |
boolean Is Administrator |
A boolean value determining whether or not the user is an administrator. |
ACCOUNT_OWNER |
boolean Is Account Owner |
A boolean value determining whether or not the user is the account owner. |
ACTIVE |
boolean Is Active |
A boolean value determining whether or not the user is active. |
DATE_CREATED_UTC |
string Created Date-Time |
yyyy-MM-dd HH:mm:ss |
DATE_UPDATED_UTC |
string Updated Date-Time |
yyyy-MM-dd HH:mm:ss |
USER_CURRENCY |
string User Currency |
User currency. |
CONTACT_DISPLAY |
string Contact Display |
Contact display. |
CONTACT_ORDER |
string Contact Order |
Contact order. |
TASK_WEEK_START |
integer(int32) Task Week Start |
Task week start. |
INSTANCE_ID |
integer(int32) Instance Id |
The unique identifier of the instance. |