IActionInsightlyUpdated September 2026

How do I create an Insightly opportunity?

Short answer: You can create insightly opportunity in Insightly by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the Insightly Create Insightly Opportunity action to a workflow, map its 5 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Create Insightly Opportunity in Insightly — start free
Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Opportunity Name
OPPORTUNITY_NAME
stringRequired
Value
OPPORTUNITY_VALUE
stringOptional
Probability (%)
PROBABILITY
stringOptional
Forecast Close Date
FORECAST_CLOSE_DATE
stringOptionalYYYY-MM-DD
State
OPPORTUNITY_STATE
optionsOptional
Sample request
{
"OPPORTUNITY_NAME": "{{trigger.OPPORTUNITY_NAME}}",
"OPPORTUNITY_VALUE": "{{trigger.OPPORTUNITY_VALUE}}",
"PROBABILITY": "{{trigger.PROBABILITY}}",
"FORECAST_CLOSE_DATE": "YYYY-MM-DD",
"OPPORTUNITY_STATE": "{{trigger.OPPORTUNITY_STATE}}"
}
Returns
{
"OPPORTUNITY_ID": 34567,
"OPPORTUNITY_NAME": "Big Deal",
"OPPORTUNITY_STATE": "Open"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Insightly Opportunity.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Insightly Opportunity.

What does the Create Insightly Opportunity action do in Insightly?
Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.
What inputs does Create Insightly Opportunity require?
Required: Opportunity Name. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Insightly returns an error?
The run history shows the failed step with its input and the error message Insightly returned, so you can fix the input and run the workflow again. Automatic retries are built into HTTP steps only, where you can also set your own retry count and delay.
Does Create Insightly Opportunity support batch operations?
Run Create Insightly Opportunity inside a loop to process each item in an array. TinyCommand does not throttle calls for you, so for large arrays add a Delay step if you need to stay within Insightly's rate limits.
More actions

Other Insightly actions.

Create Insightly Opportunity in Insightly — start free