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How to connect Figma and Insightly
Create a New Scenario to Connect Figma 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 Figma, triggered by another scenario, or executed manually (for testing purposes). In most cases, Figma or Insightly will be your first step. To do this, click "Choose an app," find Figma or Insightly, and select the appropriate trigger to start the scenario.
Add the Figma Node
Select the Figma node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Figma 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 Figma 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 Figma 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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Insightly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Figma, 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 Figma and Insightly integration works as expected. Depending on your setup, data should flow between Figma 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 Figma and Insightly
Figma + Insightly + Slack: When a new design is finalized (hypothetically triggered by a change in file metadata that could be detected), a project is automatically created in Insightly, and a notification is sent to a designated Slack channel.
Insightly + Figma + Google Drive: When a new opportunity is created in Insightly, a folder is created in Google Drive. When design assets are created or updated in Figma, they are uploaded to that folder in Google Drive.
Figma and Insightly integration alternatives
About Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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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 Figma and Insightly
How can I connect my Figma account to Insightly using Latenode?
To connect your Figma account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Figma and click on "Connect".
- Authenticate your Figma and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Insightly contacts with Figma design feedback?
Yes, you can! Latenode's visual editor and AI blocks make it easy to parse feedback from Figma comments and update corresponding Insightly contacts, improving team alignment and saving time.
What types of tasks can I perform by integrating Figma with Insightly?
Integrating Figma with Insightly allows you to perform various tasks, including:
- Create Insightly tasks from new Figma comments mentioning specific users.
- Update Insightly opportunity stages when designs are approved in Figma.
- Generate Insightly projects from new Figma design files.
- Automatically log design review feedback in Insightly activity history.
- Trigger email notifications from Insightly upon Figma design completion.
How can Latenode help me automate complex Figma to Insightly workflows?
Latenode offers no-code blocks, JavaScript support, and AI integration, letting you build any workflow, from basic data sync to advanced automation flows.
Are there any limitations to the Figma and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the polling interval set in Latenode.
- Complex data transformations may require JavaScript knowledge.
- Access to some Figma features might depend on your Figma subscription plan.
