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Database ⇄ CRM

Azure Cosmos DB to Insightly integration — real-time, two-way sync

Keep Azure Cosmos DB and Insightly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Azure Cosmos DB and Insightly

Treat Insightly like part of your database: its records live in Azure Cosmos DB as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Azure Cosmos DB, where it can be queried and joined like everything else.

Stacksync mirrors Leads, Opportunities, Projects, Tasks from Insightly into Stored procedures and triggers, Databases, Containers, Items (JSON documents) in Azure Cosmos DB with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Insightly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Two-way sync between a Cosmos DB-backed product catalog and a PIM or commerce platform.
  • Consolidate documents from multiple containers into a single reporting store.

Query the CRM like a database

Accounts, contacts, and custom objects from Insightly become tables in Azure Cosmos DB you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Azure Cosmos DB sync onto the matching records in Insightly, giving go-to-market teams live product context.

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Insightly API, limits, and retries.

What you can sync between Azure Cosmos DB and Insightly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Azure Cosmos DB objects Insightly objects
Change feed entries Ordered record of inserts and updates per partition, consumed for incremental sync. Organizations Company records map to accounts in ERPs and other CRMs.
Stored procedures and triggers Server-side logic scoped to a partition; relevant when writes must respect existing validation. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Databases Top-level namespaces that scope containers and throughput provisioning. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Containers The unit of partitioning and throughput; each container maps to a synced collection. Projects Delivery records created from won opportunities sync with PSA and task tools.
Items (JSON documents) Schema-flexible JSON records read and written during sync; nested structures are flattened or mapped as needed. Tasks Activity records keep follow-ups consistent across systems.
Partition keys Determine data distribution and must be included on writes for the sync to route items correctly. Events Calendar items sync for a complete activity timeline.
What ships with Azure Cosmos DB ⇄ Insightly

Connect Azure Cosmos DB and Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Azure Cosmos DB–Insightly connection.

Real-time

Two-way sync

Changes in Azure Cosmos DB or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Azure Cosmos DB or Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Azure Cosmos DB or Insightly record.

Observability

Monitoring

Track your Azure Cosmos DB ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Azure Cosmos DB and Insightly.

How the Azure Cosmos DB and Insightly connectors work

Azure Cosmos DB

Integration surface
REST API and SDKs over HTTPS (API for NoSQL, formerly the SQL API); also MongoDB, Cassandra, Gremlin, and Table API surfaces
Authentication
Account keys, resource tokens, or Microsoft Entra ID role-based access
Change detection
Built-in change feed exposing inserts and updates in order within each partition key range
Capabilities
read · write · CDC

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan
How it works

How to connect Azure Cosmos DB to Insightly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Azure Cosmos DB and Insightly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Azure Cosmos DB connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Azure Cosmos DB and Insightly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Azure Cosmos DB ⇄ Insightly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Azure Cosmos DB Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Azure Cosmos DB and Insightly integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Azure Cosmos DB and Insightly.

Popular · 8 of 386
All Azure Cosmos DB integrations All Insightly integrations Browse all integrations
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