Eric Greenspan - Chief Clever Officer at 74systems.com

1. Community
2. Insightly API
3. How to change the stage of pipeline once all the tasks are completed by workflow, Zapier and webhook

Kambiz I looked at this and I cannot find a way to update a pipeline stage through the API. Without that, we can't get much done with webhooks or Zapier. Hopefully stage changes are part of a futur...

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• Created September 10, 2018 15:07
• 1 vote

1. Community
2. Insightly Partner Integrations
3. Integration with Pandadoc

Hey John I have never tried to use fields from a linked org within an opp. I'm surprised it worked the first time. :) But that makes me think deeper and I wonder if all your Opps and Orgs are linke...

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• Created September 05, 2018 19:40
• 0 votes

1. Community
2. Advanced Reporting Series
3. Reporting on "Stage History"

Not sure about this one Jelena but you might want to try creating a custom field and use Workflow Automation to stamp the date. Maybe that will give you the flexibility you seek? Let me know if thi...

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• Edited September 04, 2018 21:37
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1. Community
2. Insightly API
3. Using postman to test Insightly API

Now that is a great tip. Thanks Sushamna. You can also make one easily at https://www.base64encode.org/ by simply pasting in your API and boom.

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• Created August 24, 2018 17:12
• 0 votes

1. Community
2. Discussions and Best Practices
3. Mailchimp Integration

Hi Tim Segments are a funny thing. They are actually being replaced or perhaps better said "updated" by the new Tags. Segments will still exist, but their purpose is more for the end user to select...

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• Edited August 22, 2018 21:02
• 1 vote

1. Community
2. Product Updates from Insightly
3. New Insightly Add-on for Gmail now available!

Hi all, I have built a Zap that allows me to move an email (or star if preferred) into a GmailTaskZap folder and it creates a task, links the task to the Contact that sent it, and works perfectly. ...

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• Created August 16, 2018 16:24
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Linking Leads to Organisations and Contacts

Not sure to be honest but leads do appear to be pre-contacts and opportunities are for leads and contacts, so it may or may not be ideal for you. I’d have to look closer.

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• Created August 09, 2018 16:10
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. Linking Leads to Organisations and Contacts

Martin The organization is not actually created until the lead is converted. It's merely a holding field until that process occurs. I would bet you should be using Opportunities instead of leads. H...

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• Created August 08, 2018 17:31
• 0 votes

1. Community
2. Insightly Partner Integrations
3. Panda Do Integration

Hey Chris, Try another browser. Try in incognito. Try on a different computer. If still happening, then either insightly or PD are having an issue and you will need to start a support request with ...

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• Created July 16, 2018 20:47
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Bulk Reassign Tasks to other user

With all due respect Alejandro, you can simply bulk edit the tasks and choose new "responsible owner."

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• Created July 12, 2018 21:25
• 0 votes