Answered

Linking a contact to an opportunity

Hi,

 

I'm trying to link a contact an opportunity using API v3.1 according to https://api.insightly.com/v3.1/Help#!/Opportunities/AddLink

Due to missing documentation I don't know what to give for the attributes.

{
"LINK_ID": 0,
"OBJECT_NAME": "string",
"OBJECT_ID": 0,
"LINK_OBJECT_NAME": "string",
"LINK_OBJECT_ID": 0,
"ROLE": "string",
"DETAILS": "string",
"RELATIONSHIP_ID": 0,
"IS_FORWARD": true
}

Kindly help.

 

Thanks, 

Stefan

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Comments

2 comments
  • Stefan,

    Try building a complete record in Insightly first, and be sure to populate all fields. Then, use Postman to GET that record and you will retrieve the body you need to use.

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: While I'm not a direct employee of Insightly, I am a member of their Hero program and recognized as an experienced power user. I'm also a big fan. I use Insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert II, PandaDoc Pro and a Piesync Expert.

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  • Thank you Eric for the great response!

     

     

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