sales-insightly
Provides troubleshooting and integration support for the Insightly CRM platform and REST API.
Install
mkdir -p .claude/skills/sales-insightly && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/19448" && unzip -o skill.zip -d .claude/skills/sales-insightly && rm skill.zipInstalls to .claude/skills/sales-insightly
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
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).Key capabilities
- →Perform API operations for contacts, opportunities, and projects
- →Configure webhooks for workflow automation
- →Troubleshoot API authentication and pod-specific base URLs
- →Manage API rate limits and pagination
- →Handle ETag concurrency
How it works
The skill interacts with the Insightly REST API v3.1 using HTTP Basic authentication with a Base64-encoded API key. It manages data retrieval via top/skip pagination and monitors rate limits using X-RateLimit headers.
Inputs & outputs
When to use sales-insightly
- →Integrate Insightly with external warehouses
- →Troubleshoot API 401 authentication issues
- →Configure webhooks for workflow automation
- →Resolve API rate limit errors
About sales-insightly
Assists with Insightly API operations, including syncing contacts, projects, and opportunities. It helps resolve authentication errors, rate-limiting issues, and webhook configurations for platform automation.
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
When not to use it
- →Comparing CRMs across vendors
- →Generic iPaaS wiring
Prerequisites
Limitations
- →Custom objects are Enterprise-only
- →Webhooks retry only twice before failing
- →Daily request quota is plan-gated
How it compares
It provides specific guidance on Insightly's unique pod-based architecture and workflow-driven webhook system rather than generic API advice.
Compared to similar skills
sales-insightly side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| sales-insightly (this skill) | 0 | 2mo | No flags | Intermediate |
| zendesk | 15 | 4mo | Review | Intermediate |
| zapier-workflows | 11 | 9mo | Review | Beginner |
| controlling-spotify | 7 | 4mo | Review | Intermediate |
Try saying
Example prompts that trigger this skill in your AI assistant.
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