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How to connect AI Agent and Insightly
Create a New Scenario to Connect AI Agent and Insightly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Insightly will be your first step. To do this, click "Choose an app," find AI Agent or Insightly, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Insightly Node
Next, click the plus (+) icon on the AI Agent node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
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Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the AI Agent and Insightly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Insightly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, Insightly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Insightly integration works as expected. Depending on your setup, data should flow between AI Agent and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Insightly
Insightly + AI Agent + Slack: When a new lead is created in Insightly, an AI Agent summarizes the lead's information. The summary is then sent to a dedicated Slack channel to keep the team informed.
Insightly + AI Agent + Gmail: When an opportunity is updated in Insightly, an AI Agent drafts a personalized follow-up email based on the updated information. The draft email is then sent via Gmail for review and sending.
AI Agent and Insightly integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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See how Latenode works
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FAQ AI Agent and Insightly
How can I connect my AI Agent account to Insightly using Latenode?
To connect your AI Agent account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Insightly contacts from AI Agent analysis?
Yes, you can! Latenode allows seamless data transfer, automatically updating Insightly with AI Agent insights. This ensures your contact data is always enriched and up-to-date.
What types of tasks can I perform by integrating AI Agent with Insightly?
Integrating AI Agent with Insightly allows you to perform various tasks, including:
- Automatically enriching Insightly contact profiles with AI-driven insights.
- Generating personalized follow-up emails based on AI Agent conversation summaries.
- Creating new Insightly leads from AI Agent-qualified prospects.
- Analyzing customer sentiment from AI Agent transcripts and logging it in Insightly.
- Triggering Insightly tasks based on keywords detected by AI Agent.
What data can I access from AI Agent on Latenode?
Latenode provides access to AI Agent call transcripts, sentiment scores, extracted entities, and summaries, facilitating richer workflows.
Are there any limitations to the AI Agent and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent logic might require JavaScript for full customization.
- Rate limits on the AI Agent and Insightly APIs can affect high-volume workflows.
- Real-time data updates depend on the polling interval set in your Latenode workflow.
