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insites-globals

Manage tasks, activities, and attachments across Insites modules via API.

Updated Aug 27, 2026
Search Tags:#api#integration#tasks#attachments#activities#globals#insites
One-click install
npx skills add https://github.com/combinate-me/Executive-Assistant --skill insites-globals
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: insites-globals
Source: https://github.com/combinate-me/Executive-Assistant/tree/main/combinate-plugins/insites-platform/.claude-plugin/skills/globals
Command: npx skills add https://github.com/combinate-me/Executive-Assistant --skill insites-globals

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Insites Globals enables cross-module linking and management of tasks, activities, and attachments across all Insites modules (CRM contacts/companies, pipelines, events, and more), eliminating silos and manual coordination.

Core Features & Use Cases

  • Cross-module linking: associate tasks, activities, and attachments with records across CRM, pipelines, and events.
  • Unified operations: list, create, update, complete, and delete tasks; manage task comments; manage activities; and handle attachments from a single interface.
  • Real-world scenario: a project manager updates a task in CRM, logs an activity on a related record, and attaches a supporting document—all via a consistent API pattern.

Quick Start

Ask the system to list tasks, activities, and attachments across modules.

Frequently Asked Questions about insites-globals

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage tasks, activities, and attachments across different CRM and pipeline modules?▼

Cross-module task, activity, and attachment management centralizes these operations across CRM, pipelines, and events. You can list, create, update, complete, and comment on tasks, manage activities, and handle attachments through a consistent API pattern.

What API credentials and base path do I need to interact with tasks and activities?▼

To interact with tasks and activities, you need to configure the INSITES_INSTANCE_URL and INSITES_API_KEY environment variables. The API uses the base path /crm/api/v2/ and follows standard authentication patterns.

Can I link a single task or attachment to records across multiple modules like CRM and events?▼

Yes, cross-module linking allows you to associate tasks, activities, and attachments with records across CRM contacts and companies, pipelines, and events. This eliminates data silos and manual coordination between different modules.

What task operations are supported through the unified API interface?▼

The unified API interface supports listing, creating, updating, completing, and deleting tasks. It also supports managing task comments, allowing full lifecycle control over tasks directly linked to CRM, pipeline, or event records.

How do I attach a supporting document to a CRM contact or pipeline record via API?▼

You handle attachments by using the attachment management endpoints within the /crm/api/v2/ base path. This allows you to attach supporting documents directly to CRM, pipeline, or event records from a single API interface.

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