How to connect Confluence and Insightly
Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Insightly will be your first step. To do this, click "Choose an app," find Confluence or Insightly, and select the appropriate trigger to start the scenario.

Add the Confluence Node
Select the Confluence node from the app selection panel on the right.

Confluence
Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence 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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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 Confluence 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 Confluence 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.

JavaScript
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AI Anthropic Claude 3
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Insightly
Trigger on Webhook
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Confluence
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Confluence, 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 Confluence and Insightly integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Insightly
Confluence + Insightly + Slack: When a new page is created in Confluence, update the corresponding Insightly project. Then, send a Slack message to the project team channel to notify them of the update.
Insightly + Google Docs + Confluence: When a new client record is created in Insightly, automatically generate a welcome document in Google Docs and store the document link in a new page in Confluence.
Confluence and Insightly integration alternatives
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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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
FAQ Confluence and Insightly
How can I connect my Confluence account to Insightly using Latenode?
To connect your Confluence account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Confluence and click on "Connect".
- Authenticate your Confluence and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Insightly tasks from Confluence pages?
Yes, Latenode enables this! Automatically create Insightly tasks when a new Confluence page is created or updated, keeping sales aligned with project documentation. Leverage no-code or JavaScript for advanced logic.
What types of tasks can I perform by integrating Confluence with Insightly?
Integrating Confluence with Insightly allows you to perform various tasks, including:
- Create new Insightly projects from Confluence page templates.
- Update Insightly opportunities when related Confluence pages are modified.
- Post Confluence page updates as notes in Insightly contacts.
- Trigger Insightly workflows when specific content appears in Confluence.
- Synchronize project documentation from Confluence to Insightly.
How does Latenode handle Confluence content formatting during integration?
Latenode preserves formatting when transferring content between Confluence and Insightly, using advanced parsing and flexible JavaScript blocks.
Are there any limitations to the Confluence and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Confluence page layouts may require custom JavaScript adjustments.
- Rate limits imposed by Confluence and Insightly APIs can affect performance.
- Real-time synchronization depends on the polling interval configured in Latenode.