Insightly
Insightly is a powerful CRM platform that combines project and business management tools to help businesses grow faster by building strong customer relationships.
API version
The Insightly connector uses the Insightly API v2.1.
Prerequisites
Workato requires an API key to connect to Insightly. Refer to the Insightly API Key and URL guide to create an API key.
How to connect to Insightly on Workato
Complete the following steps to set up an API key connection to Insightly in Workato:
1
Click Create > Connection or press C twice.
2
Search for Insightly and select it as your app.
3
Enter a name for your connection in the Connection name field.
4
Use the Location drop-down menu to select the project where you plan to store the connection.
5
Enter your API key in the API Key field.
6
Click Connect.
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