

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create projects in Avaza when deals reach specific stages in Insightly, ensuring seamless project handoffs. Latenode's visual editor and affordable pricing make complex CRM and project management automation simple and scalable.
Connect Insightly and Avaza in minutes with Latenode.
Create Insightly to Avaza workflow
Start for free
Automate your workflow
Swap Apps
Insightly
Avaza
No credit card needed
Without restriction
Create a New Scenario to Connect Insightly and Avaza
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Avaza will be your first step. To do this, click "Choose an app," find Insightly or Avaza, 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 Avaza Node
Next, click the plus (+) icon on the Insightly node, select Avaza from the list of available apps, and choose the action you need from the list of nodes within Avaza.
Insightly
β
Avaza
Authenticate Avaza
Now, click the Avaza node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Avaza settings. Authentication allows you to use Avaza through Latenode.
Configure the Insightly and Avaza 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 Avaza Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Avaza
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Avaza, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Insightly and Avaza integration works as expected. Depending on your setup, data should flow between Insightly and Avaza (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Avaza + Insightly + Slack: When a new project is created in Avaza, a corresponding project is created in Insightly. A notification is then sent to a designated Slack channel to inform the team about the new Insightly project.
Avaza + Insightly + Google Sheets: When new time entries are created in Avaza, the details are logged to a Google Sheet. The corresponding opportunity in Insightly is then updated with a note about the new time entry.
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.
Similar apps
Related categories
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
Related categories
How can I connect my Insightly account to Avaza using Latenode?
To connect your Insightly account to Avaza on Latenode, follow these steps:
Can I automatically update Avaza tasks when opportunities close in Insightly?
Yes, you can! Latenode allows you to trigger Avaza task updates based on Insightly opportunity status, ensuring seamless project management. Plus, add AI logic to prioritize key tasks.
What types of tasks can I perform by integrating Insightly with Avaza?
Integrating Insightly with Avaza allows you to perform various tasks, including:
How can I handle custom fields in Insightly using Latenode?
Latenode allows you to map and transform data from Insightly custom fields directly into Avaza, thanks to its flexible data transformation capabilities.
Are there any limitations to the Insightly and Avaza integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: