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Automatically generate personalized video content with Creatomate when deals reach specific stages in Insightly, using Latenode's visual editor. Easily customize templates and automate video creation with JavaScript, scaling lead engagement with affordable execution-based pricing.
Connect Insightly and Creatomate in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Creatomate
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 Creatomate will be your first step. To do this, click "Choose an app," find Insightly or Creatomate, 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 Creatomate Node
Next, click the plus (+) icon on the Insightly node, select Creatomate from the list of available apps, and choose the action you need from the list of nodes within Creatomate.
Insightly
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Creatomate
Authenticate Creatomate
Now, click the Creatomate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Creatomate settings. Authentication allows you to use Creatomate through Latenode.
Configure the Insightly and Creatomate 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 Creatomate 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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Creatomate
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, Creatomate, 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 Creatomate integration works as expected. Depending on your setup, data should flow between Insightly and Creatomate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Creatomate + Google Drive + Insightly: When a new video render is completed in Creatomate, upload the video to Google Drive and update the corresponding Insightly contact record with the video link.
Creatomate + Insightly + Slack: When a new personalized video is rendered in Creatomate, find the related lead in Insightly and notify the sales team in Slack with the lead and video information.
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 Creatomate
Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.
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How can I connect my Insightly account to Creatomate using Latenode?
To connect your Insightly account to Creatomate on Latenode, follow these steps:
Can I automatically create personalized video for new Insightly contacts?
Yes, you can! Latenode’s visual editor makes it easy to trigger Creatomate video generation when a new contact is added in Insightly, boosting engagement with personalized content.
What types of tasks can I perform by integrating Insightly with Creatomate?
Integrating Insightly with Creatomate allows you to perform various tasks, including:
Can I use JavaScript code to further customize this integration?
Yes! Latenode lets you add custom JavaScript code for advanced transformations and logic, going beyond simple data transfer between Insightly and Creatomate.
Are there any limitations to the Insightly and Creatomate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: