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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve leads, opportunities, or contact details on demand.
Example
"What’s the status of opportunity 'Acme Expansion Deal'?"
Memory Recall
Access past activities, notes, or communications for CRM contacts.
Example
"Summarize all emails exchanged with client GlobalTech."
Instant Reaction
Trigger action when a new lead is added or status changes.
Example
"Notify sales when a lead moves to 'Negotiation' stage."
Autonomous Routine
Perform daily CRM audits or pipeline summaries.
Example
"Every morning, send a list of stalled opportunities to the VP of Sales."
Agent-Initiated Action
Update deal statuses, add notes, or assign contacts.
Example
"Create a follow-up task for lead John Doe and set it for next Tuesday."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Slack
Real-time sales and contact notifications
Google Calendar
Schedule meetings linked to CRM records
Zapier
Automate workflows between Insightly and other apps
Try It with Your Agent
Add a new contact named Jane Doe with email jane.doe@example.com and link her to the Acme Corp organization in Insightly, then create a follow-up task for next week.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Insightly in Fastn UCL: Navigate to the Connectors section and select Insightly, then click Connect.
2
Authenticate with your Insightly account using OAuth to grant access permissions.
3
Enable the actions “Create Contact” and “Update Opportunity” in the Actions tab to allow the AI agent to perform these operations.
4
Use the AI Agent to create a contact or update an oppurtunity by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
