CRM & SalesReal-timeUpdated May 2026

Insightly

Insightly CRM contact and opportunity writes

Insightly is the small-to-midmarket CRM with project-management bolted on, popular with services businesses that want one system for both deals and the delivery work that follows. Tiny Command exposes six actions, no triggers (Insightly does not emit outbound webhooks on the free or starter tiers — Enterprise tier supports them through the third-party "Insightly Webhooks" add-on configured outside this connector). The actions cover the write surface and the lookup that makes upsert work: Create Contact, Create Organisation (Insightly's UK-spelled "Organisation"), Create Opportunity (the deal record, with stage, pipeline, value, and probability), Create Task (project-management side), Get Contact, and Search Contacts (the dedupe lookup before write). The connection uses an Insightly API key (per-user, from User Settings → API). Insightly's data model uses LINKS to relate records — a Contact links to an Organisation, an Opportunity links to both, a Task links to whichever parent — which the typed actions expose as ID references at creation time.

Connect Insightly

0triggers

6actions

≈ 2 minto set up

Freetier · no card

Actions

Do anything Insightly can do, from a workflow.

Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.

Action	What it does	Inputs
Create Insightly Contact	Inserts a contact with email, name, custom fields. Insightly doesn't auto-dedupe — wrap in Search Contacts first if uncertain whether the contact exists.	6 fields	View →
Create Insightly Opportunity	Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.	5 fields	View →
Create Insightly Organisation	Creates a company-level record (Insightly uses UK "Organisation" spelling). For "new B2B prospect → create company record before linking contacts" workflows.	3 fields	View →
Create Insightly Task	Creates a project-management task linked to contacts, organisations, or opportunities. Useful for "deal closed → auto-create kick-off task for delivery team" workflows.	5 fields	View →
Get Insightly Contact	Returns a contact by ID with all standard and custom fields plus linked organisation. The standard lookup before update workflows.	1 fields	View →
Search Insightly Contacts	Lookup by field (email, name, custom field). The standard "find before update" pattern for upsert workflows.	2 fields	View →

Recipes

Pre-built Insightly workflows.

Clone any recipe and customize it in one click. Every recipe is fully editable.

Insightly → Slack alerts

AI-triage every Insightly event, ping the right channel only when it matters.

Insightly → Google Sheets log

Every event matching a filter, appended to a running spreadsheet.

Insightly → Notion database

Turn Insightly into a Notion-backed source of truth, auto-tagged.

Before you build

Three things worth knowing.

Filter at the trigger

Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.

Authorize once, reuse anywhere

Connect Insightly once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.

No JSON to read

Every Insightly field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.

FAQ

Questions about the Insightly integration.

If we missed yours, ping support. We usually reply within an hour.

How do I connect Insightly to Tiny Command?

Open the Tiny Command workflow builder, drop in a Insightly node, and click Connect. Authorize Insightly once and any workflow on your account can use its triggers and actions. Most teams finish the connection in under two minutes.

What Insightly triggers does Tiny Command support?

Tiny Command focuses on outbound actions for Insightly today. Use Tiny Command's universal Webhook or Schedule trigger to start Insightly workflows, then run any Insightly action you need.

What Insightly actions can I run from a workflow?

6 Insightly actions are available out of the box, covering crm & sales operations like "Create Insightly Contact". Every action accepts dynamic inputs from upstream nodes, whether that's a search result, an AI output, or a form field.

Is the Insightly integration real-time?

Insightly actions execute synchronously inside your workflow. Tiny Command waits for Insightly's API to confirm before continuing to the next step, so downstream nodes can rely on the result.

Do I need to write code to use Insightly with Tiny Command?

No. Every Insightly trigger and action is fully configurable from the visual workflow builder. For edge cases that aren't covered, drop in a custom HTTP node and call any Insightly API endpoint directly.

How much does the Insightly integration cost?

There's a free tier you can start on without a credit card. Higher run volumes and team features come with paid plans. The Insightly integration itself has no per-app surcharge.