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How to connect Insightly and Formaloo
Create a New Scenario to Connect Insightly and Formaloo
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 Formaloo will be your first step. To do this, click "Choose an app," find Insightly or Formaloo, 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 Formaloo Node
Next, click the plus (+) icon on the Insightly node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.
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Formaloo
Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the Insightly and Formaloo 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 Formaloo 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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Formaloo
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, Formaloo, 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 Formaloo integration works as expected. Depending on your setup, data should flow between Insightly and Formaloo (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 Formaloo
Formaloo + Insightly + Slack: When a new lead is captured through a new row in Formaloo, create a contact in Insightly, then send a notification to the sales team on Slack to follow up.
Formaloo + Google Sheets + Insightly: Log new Formaloo submissions as new rows in Google Sheets, then automatically update the corresponding contact information in Insightly based on the new submission data.
Insightly and Formaloo 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 Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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See how Latenode works
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FAQ Insightly and Formaloo
How can I connect my Insightly account to Formaloo using Latenode?
To connect your Insightly account to Formaloo 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 Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I qualify leads from Formaloo responses in Insightly?
Yes, you can! Latenode lets you auto-qualify leads using custom logic or AI, then update Insightly. Benefit: instantly focus on high-potential opportunities, saving valuable sales time.
What types of tasks can I perform by integrating Insightly with Formaloo?
Integrating Insightly with Formaloo allows you to perform various tasks, including:
- Create new Insightly contacts from new Formaloo submissions.
- Update existing Insightly records with Formaloo response data.
- Trigger custom Insightly workflows from Formaloo events.
- Generate personalized documents using Formaloo and Insightly data.
- Analyze Formaloo responses to update Insightly opportunity scores.
What Insightly data can Latenode access and automate?
Latenode can access and automate contacts, leads, opportunities, projects, tasks, and custom objects, offering granular control via Javascript nodes.
Are there any limitations to the Insightly and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom Insightly object relationships might need specific configuration.
