With Insightly CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., 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…)., 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. 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 modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., 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.
Build Insightly CRM ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario.
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Watch objects
Actions
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Create object
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Retrieve object