> ## 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. 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) | **33** | **4** | **Build your own** | **Ready to build yours** | **10** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 33 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ------------------------------------------- | ----------------------- | -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Engaged Contacts with Zero Ecom Revenue** | Protect revenue | Merchant rule | Contacts your email is reaching and engaging but who never buy - the nurture-to-revenue leak. | | **Won Opportunities Missing Ecom Order** | Protect revenue | Merchant rule | Sales marked the deal won but no ecom transaction posted - revenue-recognition gap or off-platform fulfilment. | | **Active Subscribers (Est.)** | Run operations | Merchant rule | Estimated active (non-opted-out) subscribers across Insightly lists. | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Bounced / sent. Above 5% signals list rot or reputation damage. | | **CRM Data Hygiene Score** | Run operations | 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 composite, not a single | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Draft / scheduled / sending / sent / archived split across campaigns. | | **Checkout-to-Order Rate** | Grow revenue | Merchant rule | Orders / checkouts started - closing efficiency of attributed sessions. | | **Checkouts Started** | Customer experience | Merchant rule | Checkouts initiated attributed to Insightly outreach in the window. | | **Click-to-Open Rate** | Protect revenue | Alert band 10 / 3 | Clicks / opens - message-relevance signal independent of deliverability. | | **Conversion Rate** | Grow revenue | Merchant rule | Orders / recipients attributed to Insightly outreach. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Delivered / sent. Below 95% is a deliverability problem. | | **Email Click Rate** | Run operations | Alert band 2 / 0.5 | Clicks / delivered across sends in the window. | | **Email Health KPIs** | Protect revenue | Merchant rule | Roll-up of open / click / bounce / unsubscribe into a single health pulse. | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Opens / delivered across sends in the window. | | **Engagement Funnel** | Grow revenue | Merchant rule | Sent → delivered → opened → clicked → converted funnel for the window. | | **Flow Count Summary** | Control risk and change | Merchant rule | Total automation flows configured on the account. | | **Flow Status Breakdown** | Run operations | Merchant rule | Active / paused / draft / archived split across flows - surfaces dormant automation. | | **Flow Trigger Types** | Run operations | Merchant rule | Distribution of flows by trigger type (date / property / list-add). | | **Flows List** | Run operations | Merchant rule | Every flow with status and enrolment count for automation review. | | **List Count** | Run operations | Merchant rule | Total number of Insightly email lists. | | **List Health Summary** | Grow revenue | Merchant rule | Composite list-hygiene read - growth vs churn vs opt-out across lists. | | **Lists Overview** | Run operations | Merchant rule | Every list with member counts and freshness for hygiene review. | | **Placed Orders Total** | Run operations | Merchant rule | Orders placed attributed to Insightly outreach in the window. | | **Refund Rate** | Protect revenue | Alert band 2 / 8 | Refunded / attributed orders - quality check on outreach-driven revenue. | | **Revenue per Recipient** | Grow revenue | Merchant rule | Attributed revenue / unique recipients - list monetisation efficiency. | | **Revenue per Send** | Grow revenue | Merchant rule | Attributed revenue / emails sent - the headline send-economics metric. | | **Segments Overview** | Run operations | Merchant rule | Dynamic segments and their sizes - surfaces segments that have collapsed to empty. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Spam complaints / delivered. Above 0.3% risks sender blocklisting. | | **Stalled Deal Rate** | Run operations | 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\_ID field. | | **Top Lists by Name** | Run operations | Merchant rule | Largest lists by member count - where send volume concentrates. | | **Total Revenue** | Grow revenue | Merchant rule | Total revenue attributed to Insightly email in the window. | | **Total Sends** | Grow revenue | Merchant rule | Total emails sent across campaigns in the window. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Unsubscribes / delivered. Above 2% means content-audience mismatch. | ## 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. | Check | Severity | Outcome | Why it matters | Fix status | | --------------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | 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, | Report only | | **Median lead response time above 8h** | high | Grow revenue | 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. | Report only | | **Stalled open deals above threshold (no activity in 14 days)** | high | Run operations | Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | 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) unreli | Report only | ### Build your own automated fixes 4 checks report findings on Insightly today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 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 **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=insightly) | 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. ### 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. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*