Project Pipelines

 We use project pipelines so various parties can keep track of the status of production. However, we constantly have clients calling to also find out the status. Is there a widget that can link a client's account on our website to their project pipeline in Insightly, so that they can log in to our site and see the status themselves?

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  • I don't believe that there is a widget but by using the Insightly API it may be possible to extract the current pipeline status and display it per project.

     

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  • Hi Katie,

    Not that I know off but it is possible using the API. 
    https://api.insight.ly/v2.2/#!/Overview/Introduction

    What are you using for your website? Are you using a standard system like Wordpress? If you do then there will be someone on the Internet to build a widget for you.

    For me, but I am a developer so that's not really fair, the API is gold because I can automate everything I need to optimize my business logic.

     

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