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How to connect Hive and Insightly
Create a New Scenario to Connect Hive 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 Hive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Hive or Insightly will be your first step. To do this, click "Choose an app," find Hive or Insightly, and select the appropriate trigger to start the scenario.
Add the Hive Node
Select the Hive node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Hive 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 Hive 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 Hive 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 Hive, 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 Hive and Insightly integration works as expected. Depending on your setup, data should flow between Hive 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 Hive and Insightly
Hive + Insightly + Slack: When a task is completed in Hive, the related opportunity in Insightly is updated. A message is then sent to a Slack channel notifying the sales team of the update.
Insightly + Hive + Google Calendar: When an opportunity is updated in Insightly, a task is created in Hive to manage the next project stages. The task's due date is then scheduled as an event in Google Calendar.
Hive and Insightly integration alternatives
About Hive
Use Hive in Latenode to streamline project management. Create automated task assignments based on triggers from other apps, update task statuses, and generate reports. Latenode’s visual editor lets you connect Hive to your entire workflow, adding logic and integrations beyond Hive's built-in features. Scale your project automation without complex coding.
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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 Hive and Insightly
How can I connect my Hive account to Insightly using Latenode?
To connect your Hive account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Hive and click on "Connect".
- Authenticate your Hive and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Insightly tasks from new Hive tasks?
Yes, you can! With Latenode, automate task creation in Insightly whenever a new task appears in Hive. This ensures seamless project and customer management.
What types of tasks can I perform by integrating Hive with Insightly?
Integrating Hive with Insightly allows you to perform various tasks, including:
- Create new Insightly contacts from new Hive project members.
- Update Insightly opportunity statuses based on Hive project completion.
- Sync Hive task deadlines with Insightly task due dates.
- Create Hive tasks when new Insightly leads are created.
- Send Insightly email notifications when Hive projects are updated.
What Hive triggers are available within Latenode workflows?
Latenode supports various Hive triggers, like new task creation, task updates, and project completion, enabling real-time automation.
Are there any limitations to the Hive and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported natively.
- Complex custom field mappings may require JavaScript code blocks.
- Rate limits of Hive and Insightly APIs still apply.
