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How to connect Insightly and Contacts+
Create a New Scenario to Connect Insightly and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Insightly or Contacts+, 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.
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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 Contacts+ Node
Next, click the plus (+) icon on the Insightly node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Insightly and Contacts+ 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 Contacts+ Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Contacts+
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Trigger on Webhook
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Insightly
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Save and Activate the Scenario
After configuring Insightly, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Insightly and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Insightly and Contacts+
Insightly + Contacts+ + Google Sheets: When a new contact is created in Insightly, it will automatically create a new contact in Contacts+, and then add a row in Google Sheets to keep a log of the new contact.
Contacts+ + Insightly + Slack: When a contact is updated in Contacts+, update the same contact in Insightly, and then send a Slack notification to a specified channel to alert the team.
Insightly and Contacts+ integration alternatives
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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Insightly and Contacts+
How can I connect my Insightly account to Contacts+ using Latenode?
To connect your Insightly account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update contacts between Insightly and Contacts+?
Yes, you can! Latenode allows real-time, two-way synchronization. Changes in one app instantly reflect in the other, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Insightly with Contacts+?
Integrating Insightly with Contacts+ allows you to perform various tasks, including:
- Create new Contacts+ contacts from new Insightly leads.
- Update Insightly contacts when information changes in Contacts+.
- Enrich Insightly contact data using information from Contacts+.
- Sync contact tags between Insightly and Contacts+ automatically.
- Create Insightly tasks based on new Contacts+ contact events.
Can I use JavaScript to transform data between Insightly and Contacts+?
Yes! Latenode lets you use custom JavaScript code to transform data, making integrations highly flexible and tailored to your exact needs.
Are there any limitations to the Insightly and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Rate limits of the Insightly and Contacts+ APIs may affect high-volume data transfers.
- Some advanced Contacts+ features might not have direct equivalents in Insightly.
