> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Insightly on Vortex IQ > Monitor Insightly pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Insightly pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=insightly) performance signals automated checks prepared fixes proven workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Find failures, leaks and risks before they cost sales. Monitor orders, fulfilment, delivery and settlement. Improve discovery, conversion, campaigns and repeat purchase. Find storefront, speed, accessibility and journey problems. Keep tracking, access and change under governed control. Identify missing, inconsistent or outdated product data. ### From connection to verified outcome The controlled sequence every capability follows. Nothing changes a connected system without the approval step. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. Confirm the intended result and keep the receipt. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. ### Monitor performance 33 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system. | Signal | Alert behaviour | What it tracks | | ----------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Active Subscribers (Est.)** | Merchant rule | Estimated active (non-opted-out) subscribers across Insightly lists. | | **CRM Data Hygiene Score** | Alert band 95 / 80 | Composite of two confirmed real Insightly Contact fields: share with EMAIL\_ADDRESS populated and share with PHONE populated. A genuine multi-field com | | **Email Click Rate** | Alert band 2 / 0.5 | Clicks / delivered across sends in the window. | | **Email Open Rate** | Alert band 20 / 10 | Opens / delivered across sends in the window. | | **Flow Status Breakdown** | Merchant rule | Active / paused / draft / archived split across flows - surfaces dormant automation. | | **Flow Trigger Types** | Merchant rule | Distribution of flows by trigger type (date / property / list-add). | | **Flows List** | Merchant rule | Every flow with status and enrolment count for automation review. | | **List Count** | Merchant rule | Total number of Insightly email lists. | | **Lists Overview** | Merchant rule | Every list with member counts and freshness for hygiene review. | | **Placed Orders Total** | Merchant rule | Orders placed attributed to Insightly outreach in the window. | | **Segments Overview** | Merchant rule | Dynamic segments and their sizes - surfaces segments that have collapsed to empty. | | **Stalled Deal Rate** | Alert band 10 / 30 | Share of OPEN opportunities with no linked Insightly Event (call/meeting) in the last 14 days - joined via the confirmed real EVENTLINKS.OPPORTUNITY\_I | | **Top Lists by Name** | Merchant rule | Largest lists by member count - where send volume concentrates. | | Signal | Alert behaviour | What it tracks | | ------------------------------------------- | -------------------- | -------------------------------------------------------------------------------------------------------------- | | **Bounce Rate** | Alert band 2 / 5 | Bounced / sent. Above 5% signals list rot or reputation damage. | | **Click-to-Open Rate** | Alert band 10 / 3 | Clicks / opens - message-relevance signal independent of deliverability. | | **Delivery Rate** | Alert band 98 / 95 | Delivered / sent. Below 95% is a deliverability problem. | | **Email Health KPIs** | Merchant rule | Roll-up of open / click / bounce / unsubscribe into a single health pulse. | | **Engaged Contacts with Zero Ecom Revenue** | Merchant rule | Contacts your email is reaching and engaging but who never buy - the nurture-to-revenue leak. | | **Refund Rate** | Alert band 2 / 8 | Refunded / attributed orders - quality check on outreach-driven revenue. | | **Spam Complaint Rate** | Alert band 0.1 / 0.3 | Spam complaints / delivered. Above 0.3% risks sender blocklisting. | | **Unsubscribe Rate** | Alert band 0.5 / 2 | Unsubscribes / delivered. Above 2% means content-audience mismatch. | | **Won Opportunities Missing Ecom Order** | Merchant rule | Sales marked the deal won but no ecom transaction posted - revenue-recognition gap or off-platform fulfilment. | | Signal | Alert behaviour | What it tracks | | ----------------------------- | --------------- | ----------------------------------------------------------------------- | | **Campaign Status Breakdown** | Merchant rule | Draft / scheduled / sending / sent / archived split across campaigns. | | **Checkout-to-Order Rate** | Merchant rule | Orders / checkouts started - closing efficiency of attributed sessions. | | **Conversion Rate** | Merchant rule | Orders / recipients attributed to Insightly outreach. | | **Engagement Funnel** | Merchant rule | Sent → delivered → opened → clicked → converted funnel for the window. | | **List Health Summary** | Merchant rule | Composite list-hygiene read - growth vs churn vs opt-out across lists. | | **Revenue per Recipient** | Merchant rule | Attributed revenue / unique recipients - list monetisation efficiency. | | **Revenue per Send** | Merchant rule | Attributed revenue / emails sent - the headline send-economics metric. | | **Total Revenue** | Merchant rule | Total revenue attributed to Insightly email in the window. | | **Total Sends** | Merchant rule | Total emails sent across campaigns in the window. | | Signal | Alert behaviour | What it tracks | | --------------------- | --------------- | ------------------------------------------------------------------- | | **Checkouts Started** | Merchant rule | Checkouts initiated attributed to Insightly outreach in the window. | | Signal | Alert behaviour | What it tracks | | ---------------------- | --------------- | ------------------------------------------------- | | **Flow Count Summary** | Merchant rule | Total automation flows configured on the account. | ### Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail. **Severity** critical · **Outcome** Catalogue quality · **Fix status** Report only Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, silently, until someone notices the numbers stopped updating. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `CRM-AUTH-001` **Severity** high · **Outcome** Grow revenue · **Fix status** Report only Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `CRM-LEAD-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `CRM-PIPE-001` **Severity** medium · **Outcome** Run operations · **Fix status** Report only More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreliable, so the gap compounds into every process built on top of this data, not just the records themselves. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `CRM-DATA-001` #### Build your own automated fixes Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change. ### Automate approved work Vortex IQ is integrated with **8 read** and **2 write** operations across opportunitys, contacts, emails, events, flows, lists on Insightly. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words. Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=insightly) #### Ready to build your first Insightly workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. | Resource | Read operations | Write operations | | ------------- | --------------- | ---------------- | | opportunitys | 1 | 1 | | contacts | 1 | 0 | | emails | 1 | 0 | | events | 1 | 0 | | flows | 1 | 0 | | lists | 1 | 0 | | listmembers | 0 | 1 | | organisations | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.