Insightly integration
Use Insightly in Zoft workflows, voice agents, chat agents and AI employees. Use Insightly from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 5 actions
- 3 triggers
- Starts with
New Record - ZoftAgent or workflow decides what happens next
- Then in InsightlyCreate Record
- AndUpdate Record
Zoft + Insightly
What Zoft can do with Insightly.
- 01Voice agentsA phone agent can use Insightly actions such as Create Record and Update Record during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Insightly while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record” happens in Insightly, or use Insightly as any step on the canvas.
- 04AI employeesAn AI employee can find and use Insightly actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Insightly.
- Get RecordGet a record by ID from a specified Insightly object
- Find RecordsFind records in a specified Insightly object
- Create RecordCreate a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)
- Delete RecordDelete a record by ID from a specified Insightly object
- Update RecordUpdate an existing record's fields in a specified Insightly object
Triggers 3
Events in Insightly that can start a workflow.
- New RecordFires when a new record is created in Insightly (requires webhook setup)
- Deleted RecordFires when a record is deleted from Insightly
- Updated RecordFires when an existing record is updated in Insightly (requires webhook setup)
Setup
Connect Insightly in three steps.
- 01ConnectChoose Insightly in Connections and paste an API key from your Insightly account.
- 02Put it to workAdd Insightly as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Insightly on Zoft, answered.
What can Zoft do with Insightly?
Zoft supports 5 actions and 3 triggers for Insightly. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Insightly to Zoft?
Choose Insightly in Connections and paste an API key from your Insightly account.
Can a voice agent or chat agent use Insightly?
Yes. Once Insightly is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Insightly without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.