Create Insightly Opportunity: Insightly action

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Opportunity Name OPPORTUNITY_NAME	string	Required	—
Value OPPORTUNITY_VALUE	string	Optional	—
Probability (%) PROBABILITY	string	Optional	—
Forecast Close Date FORECAST_CLOSE_DATE	string	Optional	YYYY-MM-DD
State OPPORTUNITY_STATE	options	Optional	—

Sample request

{
  "OPPORTUNITY_NAME": "{{trigger.OPPORTUNITY_NAME}}",
  "OPPORTUNITY_VALUE": "{{trigger.OPPORTUNITY_VALUE}}",
  "PROBABILITY": "{{trigger.PROBABILITY}}",
  "FORECAST_CLOSE_DATE": "YYYY-MM-DD",
  "OPPORTUNITY_STATE": "{{trigger.OPPORTUNITY_STATE}}"
}

Returns

{
  "OPPORTUNITY_ID": 34567,
  "OPPORTUNITY_NAME": "Big Deal",
  "OPPORTUNITY_STATE": "Open"
}

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about Create Insightly Opportunity.

What does the Create Insightly Opportunity action do in Insightly?

Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.

What inputs does Create Insightly Opportunity require?

Required: Opportunity Name. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Insightly returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Insightly Opportunity support batch operations?

Yes. Run Create Insightly Opportunity inside a Loop node to process arrays. Tiny Command handles Insightly's rate limits automatically so you don't have to throttle manually.

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