Insightly Authenticate an Element

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You can authenticate with Insightly to create your own instance of the Insightly element through the UI or through APIs. Once authenticated, you can use the element instance to access the different functionality offered by the Insightly platform.

Authenticate Through the UI

Use the UI to authenticate with Insightly and create an element instance as described in Authenticate an Element Instance (UI). In addition to the base authentication parameters, you will need the credentials that you identified in API Provider Setup.

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource, or use it in a formula template.

Authenticate Through API

Authenticating through API is similar to authenticating via the UI. Instead of clicking and typing through a series of buttons, text boxes, and menus, you will instead send a request to our /instances endpoint. The end result is the same, though: an authenticated element instance with a token and id.

To help you authenticate using our APIs, try the Run in Postman button below. After you import the collection, take a look at the docs.


To authenticate an element instance:

  1. Construct a JSON body as shown below (see Parameters):

    {
      "element": {
        "key": "insightly"
      },
      "configuration": {
        "username": "<Insightly User Name or Email Address>",
        "password": "<Insightly API key>"
      },
      "tags": [
        "<Add_Your_Tag>"
      ],
      "name": "<INSTANCE_NAME>"
    }
    
  2. Call the following, including the JSON body you constructed in the previous step:

    POST /instances
    
    Note: Make sure that you include the User and Organization keys in the header. SFor more information, see Authorization Headers, Organization Secret, and User Secret.
  3. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL

curl -X POST \
  https://api.cloud-elements.com/elements/api-v2/instances \
  -H 'authorization: User <USER_SECRET>, Organization <ORGANIZATION_SECRET>' \
  -H 'content-type: application/json' \
  -d '{
  "element": {
    "key": "insightly"
  },
  "configuration": {
    "username": "xxxxxxxxxxxxxxxxxx",
    "password": "xxxxxxxxxxxxxxxxxxxxxxxx"
  },
  "tags": [
    "Docs"
  ],
  "name": "API Instance"
}'

Parameters

API parameters not shown in Cloud Elements are in code formatting.

Note: Event related parameters are described in Events.
ParameterDescriptionData Type
keyThe element key.
insightly
string
Name
name
The name of the element instance created during authentication.string
Username
username
The Insightly User Name or Email Address that you noted in API Provider Setupstring
Password
password
The Insightly API key that you noted in API Provider Setupstring
tagsOptional. User-defined tags to further identify the instance.string

Example Response for an Authenticated Element Instance

In this example, the instance ID is 12345 and the instance token starts with "ABC/D...". The actual values returned to you will be unique: make sure you save them for future requests to this new instance.

{
  "id": 12345,
  "name": "API Instance",
  "createdDate": "2018-04-04T20:44:36Z",
  "token": "ABC/Dxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx=",
  "element": {
      "id": 5993,
      "name": "Insightly",
      "key": "insightly",
      "description": "Add an Insightly instance to connect your existing Insightly account to the CRM hub, allowing you to manage contacts, accounts, leads, activities and users across multiple Elements. You will need your Insightly account information to add an instance.",
      "image": "elements/provider_insightly.png",
      "active": true,
      "deleted": false,
      "typeOauth": false,
      "trialAccount": false,
      "resources": [ ],
      "transformationsEnabled": true,
      "bulkDownloadEnabled": true,
      "bulkUploadEnabled": true,
      "cloneable": true,
      "extendable": true,
      "beta": false,
      "authentication": {
          "type": "basic"
      },
      "extended": false,
      "hub": "crm",
      "protocolType": "http",
      "parameters": [  ]
    },
    "elementId": 5993,
    "tags": [
        "Docs"
    ],
    "provisionInteractions": [],
    "valid": true,
    "disabled": false,
    "maxCacheSize": 0,
    "cacheTimeToLive": 0,
    "configuration": {    },
    "eventsEnabled": false,
    "traceLoggingEnabled": false,
    "cachingEnabled": false,
    "externalAuthentication": "none",
    "user": {
        "id": 123456,
        "emailAddress": "claude.elements@cloud-elements.com",
        "firstName": "Claude",
        "lastName": "Elements"
    }
}