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Enrich Insightly leads with AI: Perplexity insights on Latenode. Automatically research prospects and update CRM records using AI, while Latenode's affordable execution pricing scales with your business. Use no-code, low-code, or code.
Connect AI: Perplexity and Insightly in minutes with Latenode.
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Create a New Scenario to Connect AI: Perplexity and Insightly
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Insightly will be your first step. To do this, click "Choose an app," find AI: Perplexity or Insightly, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity 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: Perplexity node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
AI: Perplexity
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Insightly
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: Perplexity 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: Perplexity and Insightly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Insightly
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Insightly, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the AI: Perplexity and Insightly integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + Insightly + Slack: Summarize research in Perplexity (assuming this step is manual and provides input). When a lead is updated in Insightly, use the Perplexity summary to update the lead's notes. Then, notify the sales team in a Slack channel about the updated lead.
Insightly + Perplexity + Google Sheets: When an opportunity is updated in Insightly (assuming closed), use Perplexity to research the client (this part is not supported, can only store the name). Save the client name and opportunity details to a Google Sheet for record-keeping.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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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.
Related categories
How can I connect my AI: Perplexity account to Insightly using Latenode?
To connect your AI: Perplexity account to Insightly on Latenode, follow these steps:
Can I automatically enrich Insightly leads with AI: Perplexity insights?
Yes, you can! Latenode's visual editor makes it simple. Enrich leads, improve targeting and boost conversions easily using Perplexity-powered data directly inside Insightly.
What types of tasks can I perform by integrating AI: Perplexity with Insightly?
Integrating AI: Perplexity with Insightly allows you to perform various tasks, including:
HowdoesLatenodehandleAPIrate limitsforAI:Perplexity?
Latenode offers advanced rate limiting controls. This ensures smooth operation and prevents interruptions when using Perplexity. Scale reliably!
Are there any limitations to the AI: Perplexity and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: