Insightly (insightly.com) platform help — unified CRM + project management + marketing + service platform whose differentiator is converting a won opportunity into a delivery Project. REST API v3.1 (pod-specific base https://api.{pod}.insightly.com/v3.1, HTTP Basic auth with a Base64-encoded API key as username, top/skip/counttotal pagination, 10 req/sec + plan-gated daily quota 1k-100k, 429s, ETag/If-Match concurrency) plus workflow-automation webhooks (Professional+). Use when an Insightly API call returns 401 because the API key wasn't Base64-encoded, finding your pod/region for the base URL, hitting the daily request cap, syncing contacts/organisations/opportunities into a warehouse or another CRM, a webhook only fires from a workflow rule, working around limited reporting or no email sequencing, custom objects locked to Enterprise, or choosing Plus vs Professional vs Enterprise. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySalesStars0
About this skill
Insightly (insightly.com) platform help — unified CRM + project management + marketing + service platform whose differentiator is converting a won opportunity into a delivery Project. REST API v3.1 (pod-specific base https://api.{pod}.insightly.com/v3.1, HTTP Basic auth with a Base64-encoded API key as username, top/skip/counttotal pagination, 10 req/sec + plan-gated daily quota 1k-100k, 429s, ETag/If-Match concurrency) plus workflow-automation webhooks (Professional+). Use when an Insightly API call returns 401 because the API key wasn't Base64-encoded, finding your pod/region for the base URL, hitting the daily request cap, syncing contacts/organisations/opportunities into a warehouse or another CRM, a webhook only fires from a workflow rule, working around limited reporting or no email sequencing, custom objects locked to Enterprise, or choosing Plus vs Professional vs Enterprise. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
Quick start
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Insightly (insightly.com) platform help — unified CRM + project management + marketing + service platform whose differentiator is converting a won opportunity into a delivery Project. REST API v3.1 (pod-specific base https://api.{pod}.insightly.com/v3.1, HTTP Basic auth with a Base64-encoded API key as username, top/skip/count_total pagination, 10 req/sec + plan-gated daily quota 1k-100k, 429s, ETag/If-Match concurrency) plus workflow-automation webhooks (Professional+). Use when an Insightly API call returns 401 because the API key wasn't Base64-encoded, finding your pod/region for the base URL, hitting the daily request cap, syncing contacts/organisations/opportunities into a warehouse or another CRM, a webhook only fires from a workflow rule, working around limited reporting or no email sequencing, custom objects locked to Enterprise, or choosing Plus vs Professional vs Enterprise. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
About this listing
Category
Sales
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI