nerve
Insightly + Nerve
Connect Insightly to your Agents and workflows.
What Nerve can do with Insightly
Look things up 2
Get Record
Get Record. Get a record by ID from a specified Insightly object
Find Records
Find Records. Find records in a specified Insightly object
Make changes 3
Create Record
Create Record. Create a new record in a specified Insightly object (Contact, Lead, Opportunity, etc.)
Update Record
Update Record. Update an existing record's fields in a specified Insightly object
Delete Record
Delete Record. Delete a record by ID from a specified Insightly object
Start a workflow when something happens in Insightly
- New Record
- Updated Record
- Deleted Record
Works with
- Agents. An Agent can use Insightly when you grant it the capability.
- Workflows. Insightly can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Insightly is touched.
You connect with: api key.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Insightly: create record
Connected is not unrestricted
Connecting Insightly does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsDeploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.