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Automatically create or update Insightly leads from Fillout form submissions, using Latenode's visual editor to add custom logic and JavaScript transformations without extra costs, scaling your lead management.
Connect Insightly and Fillout in minutes with Latenode.
Create Insightly to Fillout workflow
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Automate your workflow
Swap Apps
Insightly
Fillout
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Create a New Scenario to Connect Insightly and Fillout
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 Fillout will be your first step. To do this, click "Choose an app," find Insightly or Fillout, 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 Fillout Node
Next, click the plus (+) icon on the Insightly node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
Insightly
β
Fillout
Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Insightly and Fillout 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 Fillout Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Fillout
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Fillout, 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 Fillout integration works as expected. Depending on your setup, data should flow between Insightly and Fillout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Fillout + Insightly + Slack: When a new submission is received in Fillout, a new contact is created in Insightly. Then, a message is sent to a designated Slack channel to notify the sales team about the new contact.
Fillout + Insightly + Google Sheets: Capture survey responses using Fillout, update contact details in Insightly, and save the survey data to Google Sheets for reporting and analysis purposes.
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 Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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How can I connect my Insightly account to Fillout using Latenode?
To connect your Insightly account to Fillout on Latenode, follow these steps:
Can I automatically create Insightly contacts from Fillout form submissions?
Yes, with Latenode you can! Automatically create contacts in Insightly from new Fillout entries. Latenode's visual editor and data mapping simplify complex workflows.
What types of tasks can I perform by integrating Insightly with Fillout?
Integrating Insightly with Fillout allows you to perform various tasks, including:
What Insightly data can I access within Latenode workflows?
Latenode allows access to Insightly contacts, organizations, opportunities, projects, tasks, and events for powerful automation.
Are there any limitations to the Insightly and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: