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- Search Insightly Contacts
IActionInsightlyUpdated May 2026
How do I search Insightly contacts?
Short answer: Drop the "Insightly → Search Insightly Contacts" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
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 |
|---|---|---|---|
Email (exact match) email | string | Optional | The email address. Used as the recipient or identifier depending on context. |
Limit top | string | Optional | — |
Sample request
{"email": "e.g. user@example.com","top": "{{trigger.top}}"}
Returns
[{"LAST_NAME": "Doe","CONTACT_ID": 12345,"FIRST_NAME": "Jane","EMAIL_ADDRESS": "jane@acme.com"}]
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Search Insightly Contacts.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Search Insightly Contacts.
What does the Search Insightly Contacts action do in Insightly?
Lookup by field (email, name, custom field). The standard "find before update" pattern for upsert workflows.
What inputs does Search Insightly Contacts require?
Search Insightly Contacts has no required inputs. Sensible defaults are applied if you leave fields blank.
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 Search Insightly Contacts support batch operations?
Yes. Run Search Insightly Contacts 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
Other Insightly actions.
Action
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.
ActionCreate Insightly Opportunity
Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.
ActionCreate Insightly Organisation
Creates a company-level record (Insightly uses UK "Organisation" spelling). For "new B2B prospect → create company record before linking contacts" workflows.
ActionCreate 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.
ActionGet Insightly Contact
Returns a contact by ID with all standard and custom fields plus linked organisation. The standard lookup before update workflows.
Send search insightly contacts from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.