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Insightly integration

CRM · 2 actions · API key auth

CRM and project management platform for managing contacts, tasks, and sales pipelines

Put Insightly to workView Insightly integration docs

The ModuleX Insightly integration lets a ModuleX agent operate Insightly on your behalf, running create actions across contacts and tasks, directly from a plain-English request, using your organization's own Insightly credentials. No pre-built workflow is required: the agent picks the right Insightly action for the task.

Insightly is a crm platform. ModuleX adds the agent layer: ask for an outcome and it selects and runs the right Insightly action. Or, when you want a repeatable process, the composer assembles a Insightly workflow for you, streaming the nodes onto the canvas as it builds.

Drive Insightly in plain English

Type what you want. A ModuleX agent picks the right Insightly action, or chains several, and runs it. No workflow to build.

  • “Creates a new contact in Insightly”
    resolves tocreate_contact
  • “Creates a new task in Insightly”
    resolves tocreate_task

What you can automate with Insightly

  • Create a contact straight from a requestcreate_contact
  • Creates a new task in Insightlycreate_task

Insightly integration at a glance

VendorInsightly
CategoryCRM
Actions available2
AuthenticationAPI key
Uses your own credentialsYes
Works with the assistantYes
Works in the composerYes
Multi-step / tool-chainingYes
Technical referenceView docs
Integration version1.0.0
Last updatedJul 2026

All 2 Insightly actions

Contacts1
create_contact
Creates a new contact in Insightly
Tasks1
create_task
Creates a new task in Insightly

See full parameters and response schemas in the Insightly integration docs

Two ways to use Insightly in ModuleX

Ask the assistantType what you want done and a ModuleX agent picks the right Insightly action and runs it. No workflow to build.
Compose a workflowNeed it to happen every time? Describe the process and the composer wires Insightly into a repeatable workflow you can run on a schedule, from chat, or as an API.

Connecting Insightly

API keyInsightly uses API-key authentication. You provide your own Insightly secret key; ModuleX encrypts it and scopes it to your organization, so your whole team can use Insightly without re-authenticating.

Step-by-step setup in the Insightly docs

Works with Insightly

Agents often chain Insightly with these. Connect them once and one agent can use all of them in a single task.

HubSpot26 actionsPipedrive26 actionsSalesforce16 actionsMicrosoft Dynamics 365 Sales11 actionsBloomerang3 actionsApollo.io28 actions

Insightly + ModuleX FAQ

  • A ModuleX agent can run any of Insightly's 2 actions, across contacts and tasks, from a plain-English request, using your organization's own Insightly credentials.

Put Insightly to work in ModuleX.

Put Insightly to workView technical docs

Connect Insightly once with your own credentials and let your agent run all 2 actions on demand.

Last updated: Jul 2026Browse all 179 integrations