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Automatically create Awork tasks from new Insightly opportunities. Using Latenode's visual editor, easily customize task details with data from Insightly, extend logic with JavaScript, and scale affordably.
Connect Insightly and Awork in minutes with Latenode.
Create Insightly to Awork workflow
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Create a New Scenario to Connect Insightly and Awork
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 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.
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 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.
Insightly
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Awork
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:
JavaScript
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AI Anthropic Claude 3
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Awork
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, Awork, 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 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.
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.
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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How can I connect my Insightly account to Awork using Latenode?
To connect your Insightly account to Awork on Latenode, follow these steps:
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:
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: