CRM & Sales

Insightly OAuth Integration

Connect Insightly to your application and send authenticated API requests through Pathfix.

Insightly is a CRM and project management platform. In Pathfix, Insightly uses client key based authorization rather than an OAuth app. Users connect their Insightly account through Pathfix, and your application sends Insightly API requests through the Pathfix passthrough API.

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How Pathfix helps

  • 01

    User connections

    Users connect their Insightly account to your app through the Pathfix Connect button.

  • 02

    Test before you ship

    Use Test Connection in Pathfix to connect an account in the API Playground and run sample Insightly calls.

  • 03

    Authenticated API passthrough

    Your application sends Insightly API requests through Pathfix, which adds the connected user’s credentials before passing them on to Insightly.

You own the Insightly account and credentials, and your code implements the API logic.

Passthrough endpoint for InsightlyPOST https://labs.pathfix.com/oauth/method/insightlyclientkey/call

How to get started

  1. 1

    Select Insightly in Pathfix

    Add an application in your Pathfix account and select Insightly from the providers. It uses client key based authorization rather than an OAuth app.

  2. 2

    Test the connection

    Use Test Connection to connect an account in the API Playground and run a sample call.

  3. 3

    Add the Connect button

    Add the Pathfix Connect button to your app so users can connect their Insightly account.

  4. 4

    Call the Insightly API

    Send requests through the Pathfix passthrough API using the provider reference insightlyclientkey.

Documentation

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