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Questions tagged [insightly]

Insightly is an API to integrate CRM(Customer Relationship Management) functionality into any system or application.

18 questions
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Connecting to Insightly API using PHP and cURL

I've pasted my code below. I'm getting an empty string back, no curl error or anything. $service_url = "https://api.insight.ly/v2.1/Opportunities"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $service_url); curl_setopt($ch,…
Gratus D.
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Postman 200 status null message Insightly CRM

I am currently doing some Postman API requests to Insightly CRM. I got success with most calls. However, I am doing a GET request on 'Tags' but getting no JSON formatting response back. Instead I am receiving a 200 status message with 'null' Anyone…
roshambo
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Escape curly braces in Google Script

Apologies for any lack of technical specificity in this post, I’m stumbling around in the dark at the moment. I’m currently trying to write a Google script to call the Insightly API (https://api.insight.ly) and I’ve run into a problem. As far as I…
user2649062
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How can I get Insightly API to work with python?

I apologize in advance for such a basic question. I've tried using the Insightly for Python github repo. The sample code is: from insightly import Insightly i = Insightly(apikey=my_api_key) I tried this with my apikey and got a 401 error. IT…
emilyc
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Connect Power BI Desktop to insightly

It doesn't seem possible to connect Power BI Desktop to Insightly although there's a content pack for Power BI Service. Is there a workaround, if we need to build a data model and/or add calculated measures? E.g. use the content pack for the service…
user882670
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1 answer

Contact form 7 wordpress post form to different domain gives access control allow origin error

I am trying to send contact us form details to Insightly CRM with Web to Lead html code. I changed action url of the form with the following code in my functions.php: add_filter('wpcf7_form_action_url', 'wpcf7_custom_form_action_url'); function…
Alex Bogias
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PHP - Insightly API to Mysql

I've got a script which logs into Insightly CRM and extracts the contacts and pushes them into MySQL using a PHP script written in CodeIgniter. Mostly it works well, until I hit this snag where one contact will have multiple roles and organisations…
Wonder Works
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How to submit delete, update, post requests in insightly

I've been trying to get the insightly api to work with python requests however I'm only able to successfully do get requests. If I try to delete an opportunities tags by supplying a key and value like the documentation suggests it always gives me an…
Stefan Larson
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Is there a way to catch a raw webhook payload in an action step of a Zapier GET request?

I love how you can get an object's payload in a Zapier trigger step now. I can parse out just about anything. But after that, should I need to reference a linked object I need to pull another webhook from a different object in a resulting action…
Eric Greenspan
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Insightly Modx PHP integration to create new contacts in insightly

I'm currently trying to figure out a way to create contacts in insightly using a form on my website. I'm using modx and formIt, the form uses formIt to save all the forms, and modx is letting me use the form inputs in the insightly call. I found…
Connor Wilson
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Power BI and Insightly

I connected to Insightly from Power BI (Power BI service) to use Microsoft created default reports. It's the first time that I use power BI service and I figured out some capabilities of Power BI desktop don't exist there (e.g. add conditional…
user3665906
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How to pull in Google Places data into Google sheets

I'm a very novice programmer, so please be gentle. What I'm trying to do is pull in a locations formatted_phone_number and website from Google maps/places based on the coordinates exported from Google maps. The KML file exported from google maps…
Greg Witkamp
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Insightly API does not work

I am trying to connect to my Insightly account via API given on this link: https://github.com/Insightly/insightly-php When I test the given code:
Tadej Bogataj
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Customising Insightly HTML contact form (aligned, spaced fields)

My apologies in advance, I have VERY modest coding experience and am trying to get to grips with HTML... While applying some basic code for a contact form from insightly (below/attached), I'm trying to incorporate whats discussed here Can't seem to…
SteveB
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Add Organisation & Contact to Insightly and automatically link them

I am using a PHP library (https://github.com/Insightly/insightly-php) with great success for the Insightly API. More information on the Insightly API can be found here: https://api.insight.ly/v2.2/Help My goal is to have an organisation and a…
Bryan
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