IActionInsightlyUpdated May 2026

How do I create an Insightly organisation?

Short answer: Drop the "Insightly → Create Insightly Organisation" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 6 Insightly actions

Inputs

The fields this action accepts.

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

Field	Type	Required	Description
Organisation Name ORGANISATION_NAME	string	Required	—
Phone PHONE	string	Optional	Phone number in E.164 format (with country code, no spaces).
Website WEBSITE	string	Optional	—

Sample request

{
  "ORGANISATION_NAME": "{{trigger.ORGANISATION_NAME}}",
  "PHONE": "e.g. +14155551234",
  "WEBSITE": "{{trigger.WEBSITE}}"
}

Returns

{
  "ORGANISATION_ID": 78901,
  "ORGANISATION_NAME": "Acme"
}

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

Triggered by

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

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

Google Sheets → Insightly

2 Google Sheets triggers

HubSpot → Insightly

18 HubSpot triggers

FAQ

Questions about Create Insightly Organisation.

What does the Create Insightly Organisation action do in Insightly?

Creates a company-level record (Insightly uses UK "Organisation" spelling). For "new B2B prospect → create company record before linking contacts" workflows.

What inputs does Create Insightly Organisation require?

Required: Organisation 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 workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Insightly Organisation support batch operations?

Yes. Run Create Insightly Organisation inside a Loop node to process arrays. Tiny Command handles Insightly's rate limits automatically so you don't have to throttle manually.

More actions