With Insightly CRM modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More, you can monitor, create, and retrieve objects.
To use the Insightly CRM modules, you must have an Insightly CRM account. You can create an account at insightly.com.
Refer to the Insightly CRM API documentation for a list of available endpoints.
To establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More, you must:
To obtain your API key from your Insightly CRM account:
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Log in to your Insightly CRM account.
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Click the profile icon in the top right corner.
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Click UserCan use the system on a limited basis based on the rights assigned by the admin. More Settings.
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In the API section, copy the Your API key value shown and store it in a safe place.
You will use this value in the API Key field in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Insightly CRM moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied above.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Insightly CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the...
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Watch objects
Actions
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Create object
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Retrieve object