Insightly integration

CRM · 2 actions · API key auth

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

Put Insightly to work View Insightly integration docs

Overview

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.

Ask the assistant

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

Use cases

What you can automate with Insightly

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

At a glance

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 updatedJun 2026

Reference

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

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.

Security

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

Pairs well with Insightly

Agents often chain Insightly with these — connect them once and the agent can use all of them in a single task.

HubSpot26 actions

Pipedrive26 actions

Salesforce16 actions

Microsoft Dynamics 365 Sales11 actions

Bloomerang3 actions

Apollo.io28 actions

FAQ

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.

No. The agent selects the right Insightly action from your prompt. A workflow is only needed when you want a repeatable process — and the composer builds that for you from a description.

Via your own Insightly API key, stored encrypted and scoped to your organization.

2, spanning contacts and tasks.

Insightly runs on your own credentials, so any Insightly usage is billed by Insightly directly. ModuleX meters the agent run — and if you connect your own model keys, there's no ModuleX markup on model usage.

Put Insightly to work in ModuleX.

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

Put Insightly to work View technical docs

Last updated: Jun 2026Browse all 175 integrations →