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How to connect Insightly and Awork
Create a New Scenario to Connect Insightly and Awork
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 Awork will be your first step. To do this, click "Choose an app," find Insightly or Awork, 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.
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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 Awork Node
Next, click the plus (+) icon on the Insightly node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
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Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the Insightly and Awork 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 Awork 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 Insightly, Awork, 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 Awork integration works as expected. Depending on your setup, data should flow between Insightly and Awork (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Insightly and Awork
Insightly + Awork + Slack: When a new lead is created in Insightly, a corresponding project is automatically created in Awork. Subsequently, a notification is sent to a designated Slack channel to inform the project team about the new project.
Awork + Insightly + Google Sheets: When a project is completed in Awork, the corresponding client information in Insightly is updated. Additionally, project details, such as completion date and project name, are logged into a Google Sheets spreadsheet for record-keeping and analysis.
Insightly and Awork integration alternatives
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 Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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FAQ Insightly and Awork
How can I connect my Insightly account to Awork using Latenode?
To connect your Insightly account to Awork on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly and Awork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Awork tasks from new Insightly opportunities?
Yes, with Latenode you can! Automatically create tasks, keeping project management aligned with sales. Scale complex logic using no-code blocks, JavaScript, and AI steps.
What types of tasks can I perform by integrating Insightly with Awork?
Integrating Insightly with Awork allows you to perform various tasks, including:
- Create Awork projects when new Insightly opportunities reach a specific stage.
- Update Awork task statuses based on changes in Insightly opportunity status.
- Synchronize contact information between Insightly and Awork projects.
- Generate Insightly tasks from new Awork project milestones.
- Create summary reports combining data from both Insightly and Awork.
Can I use JavaScript to customize Insightly data inside Latenode?
Yes, you can! Latenode allows using JavaScript code blocks to transform Insightly data before it reaches Awork, allowing advanced data manipulation.
Are there any limitations to the Insightly and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on Insightly and Awork API rate limits.
- Initial setup requires understanding of both Insightly and Awork data structures.
