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How to connect Insightly and Figma
Create a New Scenario to Connect Insightly and Figma
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 Figma will be your first step. To do this, click "Choose an app," find Insightly or Figma, 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 Figma Node
Next, click the plus (+) icon on the Insightly node, select Figma from the list of available apps, and choose the action you need from the list of nodes within Figma.
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Authenticate Figma
Now, click the Figma node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Figma settings. Authentication allows you to use Figma through Latenode.
Configure the Insightly and Figma 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 Figma 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, Figma, 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 Figma integration works as expected. Depending on your setup, data should flow between Insightly and Figma (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 Figma
Insightly + Figma + Slack: When a deal is updated in Insightly, a celebratory design is posted to a designated Figma project. A message with a link to the Figma file is then sent to a specific Slack channel to notify the team.
Figma + Insightly + Google Sheets: Track design project hours from Figma by listing the version history. Then log the total estimated hours to Insightly as a project task, and finally compile weekly reports of these tasks in Google Sheets.
Insightly and Figma 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 Figma
Automate design workflows by connecting Figma to Latenode. Extract design assets, update text layers based on database values, or trigger notifications on component changes. Scale design operations by automating repetitive tasks and integrating them into broader business processes using Latenode's visual editor and code customization options.
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See how Latenode works
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FAQ Insightly and Figma
How can I connect my Insightly account to Figma using Latenode?
To connect your Insightly account to Figma 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 Figma accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Figma designs based on Insightly data?
Yes, you can! Latenode’s visual editor makes it easy to trigger Figma updates from Insightly. Maintain design consistency and keep your visuals aligned with the latest sales information.
What types of tasks can I perform by integrating Insightly with Figma?
Integrating Insightly with Figma allows you to perform various tasks, including:
- Generate Figma design mockups based on new Insightly opportunities.
- Automatically update Figma assets when contact details change in Insightly.
- Create Figma prototypes from Insightly project specifications.
- Archive Figma designs when related Insightly projects are completed.
- Send Figma design links to Insightly contacts for feedback collection.
What Insightly data can I access within Latenode workflows?
You can access contacts, organizations, opportunities, projects, tasks, and events. Use JavaScript for custom data transformations and calculations.
Are there any limitations to the Insightly and Figma integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Figma components require careful mapping to Insightly data fields.
- Rate limits from Insightly and Figma APIs may affect high-volume workflows.
- Real-time updates depend on successful webhook configurations.
