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Automatically add new 123FormBuilder submissions as leads or contacts in Insightly and enrich data using custom JavaScript functions—all at Latenode's execution-based pricing for affordable scaling.
Connect Insightly and 123FormBuilder in minutes with Latenode.
Create Insightly to 123FormBuilder workflow
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Automate your workflow
Swap Apps
Insightly
123FormBuilder
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Create a New Scenario to Connect Insightly and 123FormBuilder
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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or 123FormBuilder will be your first step. To do this, click "Choose an app," find Insightly or 123FormBuilder, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the 123FormBuilder Node
Next, click the plus (+) icon on the Insightly node, select 123FormBuilder from the list of available apps, and choose the action you need from the list of nodes within 123FormBuilder.
Insightly
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123FormBuilder
Authenticate 123FormBuilder
Now, click the 123FormBuilder node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 123FormBuilder settings. Authentication allows you to use 123FormBuilder through Latenode.
Configure the Insightly and 123FormBuilder 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 Insightly and 123FormBuilder Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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123FormBuilder
Trigger on Webhook
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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, 123FormBuilder, 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 Insightly and 123FormBuilder integration works as expected. Depending on your setup, data should flow between Insightly and 123FormBuilder (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
123FormBuilder + Insightly + Slack: When a new submission is received in 123FormBuilder, a new contact is created in Insightly. Then, a message is sent to a Slack channel to notify the sales team about the new contact.
123FormBuilder + Insightly + Google Sheets: When a new submission is received in 123FormBuilder, a record is created or updated in Insightly. Simultaneously, the submission data is added as a new row in a Google Sheets spreadsheet for logging and analysis.
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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About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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How can I connect my Insightly account to 123FormBuilder using Latenode?
To connect your Insightly account to 123FormBuilder on Latenode, follow these steps:
Can I automatically create Insightly contacts from 123FormBuilder submissions?
Yes, you can! Latenode's visual editor makes this easy. Automatically create new contacts in Insightly whenever a new form is submitted in 123FormBuilder, streamlining lead management.
What types of tasks can I perform by integrating Insightly with 123FormBuilder?
Integrating Insightly with 123FormBuilder allows you to perform various tasks, including:
How secure is my Insightly data when using the Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Insightly data during integration and workflow execution.
Are there any limitations to the Insightly and 123FormBuilder integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: