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Overview

Phinite’s Insightly predefined tool lets workspace assistants call Insightly APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Insightly CRM records — contacts, organisations, leads, opportunities, projects, tasks, and events — via the Insightly REST API v3.1.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Key api_key (required)
  • Pod pod (optional)
  • Base URL base_url (optional)

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Setup steps

  1. In Insightly go to User Settings → API and note your API key.
  2. Use your Insightly pod URL as the API base URL.
  3. Log into your Phinite workspace at app.phinite.ai
  4. Navigate to Integrations → Predefined tools
  5. Select Insightly
  6. Click + Add Configuration
  7. Enter the credential fields listed above
  8. Select assistants that should use this connection
  9. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose InsightlyTool (or search for Insightly)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 42 subtools for Insightly:
  • Create Contact: Creates a contact (POST). Provide a field map.
  • Get Contact: Fetches a single contact by ID.
  • List Contacts: Lists contacts. Page with top (max 500) and skip.
  • Search Contacts: Searches contacts by an exact field match (field_name + field_value).
  • Update Contact: Updates a contact (partial update).
  • Delete Contact: Permanently deletes a contact by ID.
  • Create Organisation: Creates a organisation (POST). Provide a field map.
  • Get Organisation: Fetches a single organisation by ID.
  • List Organisations: Lists organisations. Page with top (max 500) and skip.
  • Search Organisations: Searches organisations by an exact field match (field_name + field_value).
  • Update Organisation: Updates a organisation (partial update).
  • Delete Organisation: Permanently deletes a organisation by ID.
  • Create Lead: Creates a lead (POST). Provide a field map.
  • Get Lead: Fetches a single lead by ID.
  • List Leads: Lists leads. Page with top (max 500) and skip.
  • Search Leads: Searches leads by an exact field match (field_name + field_value).
  • Update Lead: Updates a lead (partial update).
  • Delete Lead: Permanently deletes a lead by ID.
  • Create Opportunity: Creates a opportunity (POST). Provide a field map.
  • Get Opportunity: Fetches a single opportunity by ID.
  • List Opportunities: Lists opportunities. Page with top (max 500) and skip.
  • Search Opportunities: Searches opportunities by an exact field match (field_name + field_value).
  • Update Opportunity: Updates a opportunity (partial update).
  • Delete Opportunity: Permanently deletes a opportunity by ID.
  • Create Project: Creates a project (POST). Provide a field map.
  • Get Project: Fetches a single project by ID.
  • List Projects: Lists projects. Page with top (max 500) and skip.
  • Search Projects: Searches projects by an exact field match (field_name + field_value).
  • Update Project: Updates a project (partial update).
  • Delete Project: Permanently deletes a project by ID.
  • Create Task: Creates a task (POST). Provide a field map.
  • Get Task: Fetches a single task by ID.
  • List Tasks: Lists tasks. Page with top (max 500) and skip.
  • Search Tasks: Searches tasks by an exact field match (field_name + field_value).
  • Update Task: Updates a task (partial update).
  • Delete Task: Permanently deletes a task by ID.
  • Create Event: Creates a event (POST). Provide a field map.
  • Get Event: Fetches a single event by ID.
  • List Events: Lists events. Page with top (max 500) and skip.
  • Search Events: Searches events by an exact field match (field_name + field_value).
  • Update Event: Updates a event (partial update).
  • Delete Event: Permanently deletes a event by ID.

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Documentation & resources

  • Official documentation: https://api.insightly.com/v3.1/
  • Phinite documentation: Insightly

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials