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Automatically transcribe and add Captions to sales calls logged in Insightly. Using Latenode, scale this essential workflow affordably and customize it with Javascript for advanced call analytics.
Connect Insightly and Captions in minutes with Latenode.
Create Insightly to Captions workflow
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Insightly
Captions
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Create a New Scenario to Connect Insightly and Captions
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 Captions will be your first step. To do this, click "Choose an app," find Insightly or Captions, 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 Captions Node
Next, click the plus (+) icon on the Insightly node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
Insightly
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Captions
Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Insightly and Captions 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 Captions 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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Captions
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Captions, 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 Captions integration works as expected. Depending on your setup, data should flow between Insightly and Captions (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Captions + Slack: When a new contact is created in Insightly, generate a video using Captions, and then post a message with a link to that video in a designated Slack channel.
Gmail + Captions + Insightly: When a new email arrives in Gmail, generate captions for the email's attachments (assuming they are sales call recordings), and save a summary of the email and captions to a contact in Insightly.
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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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How can I connect my Insightly account to Captions using Latenode?
To connect your Insightly account to Captions on Latenode, follow these steps:
Can I automate personalized video messages based on new Insightly leads?
Yes, you can! With Latenode, trigger Captions video creation when new leads appear in Insightly, automatically sending personalized engagement. This saves time and improves lead conversion.
What types of tasks can I perform by integrating Insightly with Captions?
Integrating Insightly with Captions allows you to perform various tasks, including:
Can I use JavaScript to further customize the Insightly + Captions integration?
Yes! Latenode lets you add JavaScript for advanced Insightly and Captions automation, tailored logic, and custom data transformations beyond simple workflows.
Are there any limitations to the Insightly and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: