Insightly integration
CRM Software CRM Platform Marketing Automation.
What your agents can do with Insightly
5 pre-built Insightly tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Create Task
Creates a new task.
Create Contact
Creates a new contact.
Triggers (3)
Updated Record
Emit new event when a new record is created.
New Record
Emit new event when a new record is created.
Deleted Record
Emit new event when a record is deleted.
Set up Insightly in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Insightly account
In Relevance AI, open Integrations and add Insightly, then paste your API Key and Pod. You will find it in your Insightly account settings.
Use Insightly in an agent
Create a tool, add a Insightly tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Insightly to work in your agents
Connect Insightly alongside 1,800+ other integrations and let your agents run the busywork.