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Automatically trigger Delighted surveys after key Insightly milestones, ensuring timely feedback. Latenode's affordability lets you scale surveys without cost concerns and customize follow-ups using JavaScript for tailored insights.
Connect Insightly and Delighted in minutes with Latenode.
Create Insightly to Delighted workflow
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Create a New Scenario to Connect Insightly and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Insightly or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Insightly node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
Insightly
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Insightly and Delighted 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 Delighted Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Delighted
Trigger on Webhook
β
Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Insightly and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Delighted + Insightly + Slack: When a customer provides a low rating in Delighted via a new response, a task is created in Insightly to follow up. The account manager is then notified in Slack via direct message about the low rating and the created task.
Delighted + Insightly + Zendesk: When a customer provides negative feedback in Delighted through a new response, the workflow finds the corresponding customer details in Insightly and then creates a support ticket in Zendesk, populating it with customer information from Insightly and the feedback from Delighted.
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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI β all without per-step costs.
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How can I connect my Insightly account to Delighted using Latenode?
To connect your Insightly account to Delighted on Latenode, follow these steps:
Can I trigger surveys based on deal stages in Insightly?
Yes! Latenode lets you trigger Delighted surveys automatically when Insightly deals reach specific stages, using no-code logic. Get feedback at crucial points and improve sales.
What types of tasks can I perform by integrating Insightly with Delighted?
Integrating Insightly with Delighted allows you to perform various tasks, including:
What Insightly data can I access within Latenode workflows?
Latenode provides access to Insightly data including contacts, organizations, leads, opportunities, projects, and tasks for dynamic automation.
Are there any limitations to the Insightly and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: