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

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

Google Chat
Configure the Google Chat
Click on the Google Chat node to configure it. You can modify the Google Chat 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 Google Chat node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.

Google Chat
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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 Google Chat 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 Google Chat 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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Google Chat
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Google Chat, 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 Google Chat and Insightly integration works as expected. Depending on your setup, data should flow between Google Chat 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 Google Chat and Insightly
Insightly + Google Calendar + Google Chat: When a new contact is created in Insightly, automatically schedule a follow-up meeting in Google Calendar. Then, send a Google Chat message to notify the contact about the scheduled meeting, including the Google Calendar event details.
Insightly + Google Chat + Slack: When a deal is updated in Insightly, send a notification via Google Chat to a specific user or space. Also, post a summary of the deal update to a dedicated sales channel in Slack for team visibility.
Google Chat and Insightly integration alternatives
About Google Chat
Use Google Chat in Latenode for automated notifications & alerts. Trigger messages based on events in other apps, like new database entries or payment confirmations. Centralize alerts and status updates across services within a single, scalable Latenode workflow. Add custom logic and AI for smart notifications.
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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 Google Chat and Insightly
How can I connect my Google Chat account to Insightly using Latenode?
To connect your Google Chat account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Chat and click on "Connect".
- Authenticate your Google Chat and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Insightly updates in Google Chat?
Yes, you can! With Latenode, automatically send Insightly updates to Google Chat. Keep your team informed instantly when deals progress or tasks are completed, boosting collaboration.
What types of tasks can I perform by integrating Google Chat with Insightly?
Integrating Google Chat with Insightly allows you to perform various tasks, including:
- Post new Insightly leads to a dedicated Google Chat channel.
- Send deal updates from Insightly to a Google Chat room.
- Create Insightly tasks from Google Chat messages.
- Trigger Google Chat notifications upon new Insightly contact creation.
- Log Google Chat conversations as notes within Insightly records.
Can I use JavaScript to transform data between Google Chat and Insightly?
Yes! Latenode allows custom JavaScript code blocks, letting you modify data formats, and handle complex transformations between Google Chat and Insightly.
Are there any limitations to the Google Chat and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file attachments from Google Chat might affect workflow speed.
- Complex Insightly custom fields require precise mapping in Latenode.
- Real-time updates depend on Google Chat and Insightly API availability.