Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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The new Insightly API v3.1 includes custom fields: https://api.insightlystage.com/v3.1/help#!/Tasks/UpdateEntity Crossing my fingers for this feature to be released very soon!
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Jan, I don't think this is possible to get an editable .doc file after the template has been generated. You can add conditional merge statements to your template, with this feature implemented, yo...
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Hi Dave, The next/last activity dates only apply to tasks linked to the lead/opportunity record. Do you want to include the details of the next or last linked task in your report? Thank you, Micah
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Hi Daniel, I don't think tasks can be linked to custom objects yet. I recommend following this thread here and wait till custom fields are available with tasks. Alternatively, you can also use pro...
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Hi Jack, Run the report like you're currently doing, include the contact's record ID and import update your contacts with a tag. In the contact custom list view, filter your contacts by tag, and bu...
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Hi India, You will most likely use these endpoints to get the email linked to the correct opportunity: https://api.insightly.com/v3.0/Help#!/Opportunities/GetLinkEmailAddress https://api.insightly....
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Hi India, Yes, this can be custom programmed via the Insightly API. Thank you, Micah
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You're welcome, David. Let me know when you're ready to make the upgrade! Cheers, Micah Feldkamp
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Hi Jan, Are you using the new feature in Insightly Enterprise? Thank you, Micah Feldkamp
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Please refer to this link here: https://support.insight.ly/hc/en-us/articles/115004250428-What-are-webhooks-in-the-workflow-automation-
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