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How to connect Cloze and Insightly
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Insightly will be your first step. To do this, click "Choose an app," find Cloze or Insightly, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Insightly integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Insightly
Cloze + Insightly + Gmail: When a new person is added to Cloze, create a corresponding contact in Insightly. Then, send the new contact a personalized welcome email through Gmail.
Insightly + Cloze + Slack: When an opportunity is updated in Insightly, create or update a project in Cloze. Then, send a congratulatory message to a Slack channel.
Cloze and Insightly integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Insightly
How can I connect my Cloze account to Insightly using Latenode?
To connect your Cloze account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Insightly automatically?
Yes, you can! Latenode's visual editor makes it simple. Automatically sync new Cloze contacts to Insightly, ensuring your sales and marketing data is always aligned, saving time and effort.
What types of tasks can I perform by integrating Cloze with Insightly?
Integrating Cloze with Insightly allows you to perform various tasks, including:
- Create a new Insightly contact when a new deal is created in Cloze.
- Update an Insightly opportunity when a Cloze deal reaches a specific stage.
- Create Cloze activities based on new tasks added in Insightly projects.
- Sync Cloze and Insightly organization data for unified account management.
- Trigger custom alerts in Cloze based on Insightly project updates.
Can I use JavaScript with the Cloze and Insightly integration?
Yes, Latenode enables custom logic. Use JavaScript to transform data between Cloze and Insightly, creating complex automations tailored to your needs.
Are there any limitations to the Cloze and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and Insightly APIs may affect high-volume data syncs.
- Certain complex object relationships in Cloze and Insightly may require custom JavaScript mapping.
- Real-time synchronization depends on the webhooks provided by both Cloze and Insightly.
