insightly

with insightly crm modules in make, you can monitor, create, and retrieve objects to use the insightly crm modules, you must have an insightly crm account you can create an account at insightly com https //www insightly com/ refer to the insightly crm api documentation https //api insightly com/v3 1/help? ga=2 87833054 731395707 1700842847 1599746792 1700842847#!/overview/introduction for a list of available endpoints connect insightly crm to make to establish the connection, you must insightly docid\ p9iy68l 4y np iowpmcf insightly docid\ p9iy68l 4y np iowpmcf obtain your api key in insightly crm to obtain your api key from your insightly crm account log in to your insightly crm account click the profile icon in the top right corner click user settings in the api section, copy the your api key value shown and store it in a safe place you will use this value in the api key field in make establish the connection with insightly crm in make to establish the connection in make log in to your make account, add a insightly crm module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the api key field, enter the api key copied above click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more insightly crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build insightly crm {{scenario plural}} after connecting the app, you can perform the following actions triggers watch objects actions create object retrieve object