Insightly and Glide Integration

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Connect Insightly to Glide and build custom mobile apps for your sales teams, automating data entry and updates on the go. Latenode's visual editor and affordable execution-based pricing make scaling these apps easier and more cost-effective.

Insightly + Glide integration

Connect Insightly and Glide in minutes with Latenode.

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Automate your workflow

Swap Apps

Insightly

Glide

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Glide

Create a New Scenario to Connect Insightly and Glide

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 Glide will be your first step. To do this, click "Choose an app," find Insightly or Glide, 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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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.

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Insightly

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Connect Insightly

Sign In

Run node once

Add the Glide Node

Next, click the plus (+) icon on the Insightly node, select Glide from the list of available apps, and choose the action you need from the list of nodes within Glide.

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Insightly

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Glide

Authenticate Glide

Now, click the Glide node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Glide settings. Authentication allows you to use Glide through Latenode.

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Insightly

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Glide

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Connection *

Select

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Connect Glide

Sign In

Run node once

Configure the Insightly and Glide Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Glide Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Insightly and Glide 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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Webhook response

Save and Activate the Scenario

After configuring Insightly, Glide, 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 Glide integration works as expected. Depending on your setup, data should flow between Insightly and Glide (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 Glide

Insightly + Glide + Slack: When a new lead is created in Insightly, a new user account is created in Glide. Then, a welcome message is sent to the new user via Slack.

Glide + Insightly + Google Sheets: When a new user is added to a Glide app, their information is added as a new contact in Insightly and logged in a Google Sheet.

Insightly and Glide 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.

About Glide

Use Glide in Latenode to automate mobile app data flows. Connect your Glide apps to other services, like CRMs or databases, for automated updates and reporting. Create detailed workflows that react to app events, using Latenode’s flexible logic and API support for seamless, no-code integration. Automate user management, content updates, and data synchronization using visual workflows.

See how Latenode works

FAQ Insightly and Glide

How can I connect my Insightly account to Glide using Latenode?

To connect your Insightly account to Glide 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 Glide accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new Insightly contacts to a Glide app?

Yes, you can! Latenode's visual editor makes it easy. Automatically update your Glide app with new Insightly contacts, keeping your data consistent across platforms.

What types of tasks can I perform by integrating Insightly with Glide?

Integrating Insightly with Glide allows you to perform various tasks, including:

  • Automatically add new Insightly leads as users in your Glide app.
  • Update Glide app data when an Insightly opportunity reaches a new stage.
  • Create Insightly tasks based on actions taken within your Glide app.
  • Sync contact information between Insightly and a Glide-based directory.
  • Trigger email notifications via Insightly from Glide app submissions.

How secure is my Insightly data when using Latenode integrations?

Latenode uses secure authentication protocols. We ensure your Insightly data is protected using industry-standard encryption during transfer and storage.

Are there any limitations to the Insightly and Glide integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data syncing depends on the API limits of both Insightly and Glide.
  • Complex data transformations may require custom JavaScript within Latenode.
  • Historical data migration might need dedicated workflows due to API constraints.

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