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Automatically add new Insightly contacts to Circle communities for streamlined onboarding and engagement. Latenode's visual editor and affordable pricing let you build advanced welcome flows with custom logic and scaling ease.
Connect Insightly and Circle in minutes with Latenode.
Create Insightly to Circle workflow
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Automate your workflow
Swap Apps
Insightly
Circle
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Create a New Scenario to Connect Insightly and Circle
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 Circle will be your first step. To do this, click "Choose an app," find Insightly or Circle, 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 Circle Node
Next, click the plus (+) icon on the Insightly node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
Insightly
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Circle
Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Insightly and Circle 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 Circle 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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Circle
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, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Insightly and Circle (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Circle + Slack: When a deal closes in Insightly, the automation adds the client to a Circle group and sends a welcome message via Slack.
Circle + Insightly + Zoom: When a new member joins a specific Circle group, a new contact is created in Insightly and an introductory Zoom meeting is scheduled.
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 Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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How can I connect my Insightly account to Circle using Latenode?
To connect your Insightly account to Circle on Latenode, follow these steps:
Can I automatically enroll new Insightly contacts into a Circle community?
Yes, using Latenode! Automate contact syncing using our visual builder, adding custom logic and filters for precise community management. Save time and boost engagement.
What types of tasks can I perform by integrating Insightly with Circle?
Integrating Insightly with Circle allows you to perform various tasks, including:
What Insightly data can I access within Latenode workflows?
You can access and use contact details, opportunities, projects, tasks, and event data within your Latenode automation flows.
Are there any limitations to the Insightly and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: