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Automate lead handoff from Insightly to Businessmap upon deal closure, ensuring project teams are instantly notified. With Latenode's low-code editor and affordable execution pricing, customize your notification logic and scale your team's efficiency.
Connect Insightly and Businessmap in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Businessmap
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 Businessmap will be your first step. To do this, click "Choose an app," find Insightly or Businessmap, 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 Businessmap Node
Next, click the plus (+) icon on the Insightly node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
Insightly
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Businessmap
Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Insightly and Businessmap 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 Businessmap 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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Businessmap
Trigger on Webhook
β
Insightly
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Businessmap, 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 Businessmap integration works as expected. Depending on your setup, data should flow between Insightly and Businessmap (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Businessmap + Slack: When a new project is created in Insightly, a corresponding board is created in Businessmap to manage tasks, and a Slack message is sent to the project team to notify them of the new board.
Businessmap + Insightly + Google Sheets: When a card is updated in Businessmap, the opportunity status is updated in Insightly, and the updated data is logged in a Google Sheet.
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 Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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How can I connect my Insightly account to Businessmap using Latenode?
To connect your Insightly account to Businessmap on Latenode, follow these steps:
Can I automatically update Businessmap cards when an Insightly opportunity closes?
Yes, you can! Latenode enables real-time syncing. Trigger card updates in Businessmap when an opportunity changes status in Insightly, streamlining project handoffs and reporting.
What types of tasks can I perform by integrating Insightly with Businessmap?
Integrating Insightly with Businessmap allows you to perform various tasks, including:
Can I trigger Insightly actions from changes in Businessmap?
Yes, Latenode allows you to trigger Insightly actions from Businessmap. For example, update contact records when a Businessmap card moves to "Completed".
Are there any limitations to the Insightly and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: