Query Insightly using Slack commands

You can query your Insightly account from Slack using the '/yoke' command.

Connecting Yoke to Slack

Configure a “Slash Command” listed under “DIY Integrations & Customizations” in the Slack Integrations page with these fields:

Once the integration is configured, you can click the “Slack integration” link in the profile drop-down (top-right of the screen) to obtain the /yoke login [user] [token] command which links your Yoke and Slack accounts.

That's it! You have connected Slack to your Yoke board, and can query Insightly and 48 other applications from the comfort of your Slack chatroom. Read more about the Slack-Yoke integration.

Querying Insightly

If you are a new Yoke user, you must first create cards that connect to Insightly. Yoke supports cards that track open opportunities, open leads and tasks in your Insightly account.

/yoke list shows all the cards on your Yoke board. Here's a sample response:

slackbot10:40 AMOnly you can see this message
Here's a list of your cards:
Insightly task currently Not Started,In Progress
Insightly open opportunities
Insightly open leads
• ... and card titles from other connected apps

/yoke list Not Started lists the items in the first card.

slackbot10:40 AMOnly you can see this message

You can click the links to jump to the items in Insightly.

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