Creating or editing an endpoint for Insightly activity

Endpoints provide the configuration information that the Studio and the Integration Appliance use to connect to Insightly platform. Insightly uses Basic API Key based authentication mechanism so as to authorize users to perform operations.

Selecting or editing an Insightly endpoint

  1. In the Create Endpoint or Edit Endpoint pane, configure the Insightly endpoint as described in the following table.
    Note: Changing the configuration properties of an endpoint affects all orchestrations that use that endpoint in the project. The edits are global, not local.
  2. Click Test Connection to confirm that the connection details are valid and you are able to connect to the Insightly successfully.
  3. Click OK.
Table 1. Connection properties
Field Name Description
Host Name Host Name for Insightly instance.
API Key Authentication API Key for accessing Insightly instance.
Following parameters are required in endpoint test connection screen to make connection via Proxy:
Host Name Host Name of Proxy Network
Port Port Number of the Proxy Network.
User Name Specifies the user name for accessing service via proxy network.
Password Specifies the password for accessing service via proxy network.
Note: In the Map Input section of each activity, relevant fields of endpoint panel are available to override at runtime. You can provide data to various groups of parameters like Proxy Details, Connection Details or Authentication Details to override. Providing only partial field data in a selected group is not allowed to override.

Objects Supported by the Insightly Connector

Insightly connector supports the following Insightly objects:

Table 2. Operations supported by the Insightly objects
Insightly Objects Create Update Delete Retrieve Retrieve All
Contacts Yes Yes Yes Yes Yes
Organisation Yes Yes Yes Yes Yes
Events Yes Yes Yes Yes Yes
File Categories Yes Yes Yes Yes Yes
Opportunities Yes Yes Yes Yes Yes
Opportunity Categories Yes Yes Yes Yes Yes
Projects Yes Yes Yes Yes Yes
Task Categories Yes Yes Yes Yes Yes
Tasks Yes Yes Yes Yes Yes
Teams Yes Yes Yes Yes Yes
Team Members Yes Yes Yes Yes Yes
Notes Yes Yes Yes Yes Yes
Lead Sources Yes Yes Yes Yes Yes
Leads Yes Yes Yes Yes Yes
Project Categories Yes Yes Yes Yes Yes
Lead Statuses Yes Yes Yes Yes
Emails Yes Yes Yes
Countries Yes
Currencies Yes
Custom fields Yes Yes
Opportunity State Reasons Yes
Pipelines Yes Yes
Pipeline Stages Yes Yes
Relationships Yes
Tags Yes
Users Yes Yes
Contact Emails Yes
Contact Notes Yes
Contact Tasks Yes
Lead Emails Yes
Lead Notes Yes
Lead Tasks Yes
Opportunity Emails Yes
Opportunity Notes Yes
Opportunity Tasks Yes
Organisation Emails Yes
Organisation Notes Yes
Organisation Tasks Yes
Project Emails Yes
Project Notes Yes
Project Tasks Yes
Note: The latest Insightly API version supported is v2.1.

Custom Fields support

Insighlty supports custom fields. Provision is given in the connector to create, update and retrieve objects having custom fields.

For Create and Update activities, in the Map Inputs, each object and its child nodes will have additional nodes for custom fields so that user can provide values for them.

For Retrieve activity, the response object will have additional nodes to identify the custom fields.

The format of custom fields for these activities is as shown below:
<customFields>
<customFieldName>secondemailid</customFieldName>
<customFieldValue>test.test@gmail.com</customFieldValue>
</customFields>



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Timestamp icon Last updated: Wednesday, 15 June 2016


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