# Insightly integrations

> Call the Insightly API from any Tray.ai workflow with the HTTP Connector.

**Canonical page:** https://tray.ai/connectors/insightly-integrations/
**Categories:** Sales
**Connects through:** HTTP Connector

## Overview

Insightly is a CRM for tracking contacts, organizations, leads and opportunities, with project management for delivering work after a deal closes. Tray.ai connects to Insightly through the HTTP Connector, so your workflows can call the Insightly API alongside the rest of your stack.

## Use cases

### Contacts

Read contacts in Insightly from any Tray.ai workflow. The Insightly API covers calls such as list contacts and search contacts.

- List contacts
- Search contacts
- Get a contact

### Organizations

Read organizations in Insightly from any Tray.ai workflow. The Insightly API covers calls such as list organizations and search organizations.

- List organizations
- Search organizations
- Get an organization

### Leads

Read leads in Insightly from any Tray.ai workflow. The Insightly API covers calls such as list leads and search leads.

- List leads
- Search leads

### Opportunities

Read opportunities in Insightly from any Tray.ai workflow. The Insightly API covers calls such as list opportunities and search opportunities.

- List opportunities
- Search opportunities

### Projects

Read projects in Insightly from any Tray.ai workflow. The Insightly API covers calls such as list projects and get a project.

- List projects
- Get a project

## Challenges Tray.ai solves

### Keeping Insightly credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Insightly credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Insightly API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Insightly API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Insightly?

Yes. Tray.ai connects to Insightly through the HTTP Connector, which calls the Insightly API directly. Any call the Insightly API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Insightly?

The Insightly API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Insightly connector?

Insightly runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Insightly connector from the Insightly API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/