Insightly Events

Cloud Elements supports events via polling or webhooks depending on the API provider. For more information about our Events framework, see Events Overview.

Supported Events and Resources

Cloud Elements supports polling events for Insightly. After receiving an event, Cloud Elements standardizes the payload and sends an event to the configured callback URL of your authenticated element instance.

You can set up polling for the events resource. You can also copy the events configuration to poll other resources. See Configure Polling Through API for more information.

Configure Polling Through the UI

To configure polling through the UI, follow the same steps to authenticate an element instance, and then turn on events. Select the resources to poll, and then click Create Instance. For more information, see Authenticate an Element Instance with Events (UI) or the element-specific authentication topic.

Configure Polling Through API

Use the /instances endpoint to authenticate with Insightly and create an element instance with polling enabled.

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 with polling:

1. Get an authorization grant code by completing the steps in Getting a redirect URL and Authenticating users and receiving the authorization grant code.

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

   {
     "element":{
       "key":"insightly"
     },
     "providerData":{
       "code": "<AUTHORIZATION_GRANT_CODE>"
     },
     "configuration":{
       "username": "<Insightly User Name or Email Address>",
       "password": "<Insightly API key>",
       "event.notification.enabled": true,
       "event.vendor.type": "polling",
       "event.poller.refresh_interval": "<minutes>",
       "event.notification.callback.url": "http://mycoolapp.com",
       "event.poller.configuration":{
         "contacts": {
           "url": "/hubs/crm/contacts?where=updated_after_utc='${gmtDate:yyyy-MM-dd HH:mm:ss}'",
           "idField": "CONTACT_ID",
           "datesConfiguration": {
             "updatedDateField": "DATE_UPDATED_UTC",
             "updatedDateFormat": "yyyy-MM-dd HH:mm:ss",
             "updatedDateTimezone": "GMT",
             "createdDateField": "DATE_CREATED_UTC",
             "createdDateFormat": "yyyy-MM-dd HH:mm:ss",
             "createdDateTimezone": "GMT"
           }
         },
           "accounts": {
             "url": "/hubs/crm/accounts?where=updated_after_utc='${gmtDate:yyyy-MM-dd HH:mm:ss}'",
             "idField": "ORGANISATION_ID",
             "datesConfiguration": {
               "updatedDateField": "DATE_UPDATED_UTC",
               "updatedDateFormat": "yyyy-MM-dd HH:mm:ss",
               "updatedDateTimezone": "GMT",
               "createdDateField": "DATE_CREATED_UTC",
               "createdDateFormat": "yyyy-MM-dd HH:mm:ss",
               "createdDateTimezone": "GMT"
             }
           },
             "leads": {
   
             },
             "opportunities": {
   
             }
         }
     },
     "tags":[
       "<Add_Your_Tag>"
     ],
     "name":"<INSTANCE_NAME>"
   }
   

3. 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. See the Overview for details.

4. Locate the token and id in the response and save them for all future requests using the element instance.

Example cURL with Polling

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"
},
"providerData":{
  "code": "<AUTHORIZATION_GRANT_CODE>"
},
"configuration": {
    "username": "xxxxxxxxxxxxxxxxxx",
    "password": "xxxxxxxxxxxxxxxxxxxxxxxx"
    "event.notification.enabled": true,
    "event.vendor.type": "polling",
    "event.notification.callback.url": "https://api.cloud-elements.com/elements/api-v2/events/woocommercerest/",
    "event.poller.refresh_interval": "15",
    "event.poller.configuration":{
      "contacts": {
        "url": "/hubs/crm/contacts?where=updated_after_utc='${gmtDate:yyyy-MM-dd HH:mm:ss}'",
        "idField": "CONTACT_ID",
        "datesConfiguration": {
            "updatedDateField": "DATE_UPDATED_UTC",
            "updatedDateFormat": "yyyy-MM-dd HH:mm:ss",
            "updatedDateTimezone": "GMT",
            "createdDateField": "DATE_CREATED_UTC",
            "createdDateFormat": "yyyy-MM-dd HH:mm:ss",
            "createdDateTimezone": "GMT"
            }
        }
    }
  },
  "tags": [
    "Docs"
  ],
  "name": "API Instance with Polling"
}'

Parameters

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