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Automatically add new Brilliant Directories members as contacts in Insightly. Latenode's visual editor makes setup simple, and you pay only for execution time, scaling lead management affordably with custom logic.
Connect Insightly and Brilliant Directories in minutes with Latenode.
Create Insightly to Brilliant Directories workflow
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Create a New Scenario to Connect Insightly and Brilliant Directories
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 Brilliant Directories will be your first step. To do this, click "Choose an app," find Insightly or Brilliant Directories, 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 Brilliant Directories Node
Next, click the plus (+) icon on the Insightly node, select Brilliant Directories from the list of available apps, and choose the action you need from the list of nodes within Brilliant Directories.
Insightly
โ
Brilliant Directories
Authenticate Brilliant Directories
Now, click the Brilliant Directories node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Brilliant Directories settings. Authentication allows you to use Brilliant Directories through Latenode.
Configure the Insightly and Brilliant Directories 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 Brilliant Directories Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Brilliant Directories
Trigger on Webhook
โ
Insightly
โ
โ
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Brilliant Directories, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Insightly and Brilliant Directories integration works as expected. Depending on your setup, data should flow between Insightly and Brilliant Directories (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Brilliant Directories + Mailchimp: When a new lead is created in Insightly, their information is used to create a new user in Brilliant Directories. This new user is then added to a specific list in Mailchimp for targeted marketing campaigns.
Brilliant Directories + Google Sheets + Insightly: When a new user signs up on Brilliant Directories, their information is added as a new row in Google Sheets. Simultaneously, a new contact is created in Insightly with the user's details to facilitate sales outreach.
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 Brilliant Directories
Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.
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How can I connect my Insightly account to Brilliant Directories using Latenode?
To connect your Insightly account to Brilliant Directories on Latenode, follow these steps:
Can I automatically update contact details in Insightly from new Brilliant Directories members?
Yes, you can! Latenode enables real-time data synchronization, ensuring Insightly contact info stays current with new Brilliant Directories sign-ups, saving time and improving accuracy.
What types of tasks can I perform by integrating Insightly with Brilliant Directories?
Integrating Insightly with Brilliant Directories allows you to perform various tasks, including:
Can Latenode handle complex data transformations between Insightly fields?
Yes, Latenode's data transformation capabilities allow you to map and modify data between Insightly and Brilliant Directories, ensuring data compatibility.
Are there any limitations to the Insightly and Brilliant Directories integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: