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Automate data flows from GoCanvas mobile forms directly into Insightly CRM. Latenode's visual editor makes setup simple, while affordable execution-based pricing scales with your business as you centralize lead and contact data.
Connect Insightly and GoCanvas in minutes with Latenode.
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Create a New Scenario to Connect Insightly and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Insightly or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the Insightly node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
Insightly
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GoCanvas
Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Insightly and GoCanvas 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 GoCanvas Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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GoCanvas
Trigger on Webhook
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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Insightly and GoCanvas (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
GoCanvas + Insightly + Slack: When a new submission is received in GoCanvas, the automation updates the corresponding contact in Insightly with the submission details and sends a notification to the sales team in Slack.
GoCanvas + Google Sheets + Insightly: Upon receiving a new submission in GoCanvas, the submission data is recorded in a Google Sheet. The automation then updates client details in Insightly based on the new submission.
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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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How can I connect my Insightly account to GoCanvas using Latenode?
To connect your Insightly account to GoCanvas on Latenode, follow these steps:
Can I automatically update Insightly contacts from GoCanvas submissions?
Yes, you can! Latenode's visual editor and no-code blocks make this simple. Automatically keep your Insightly contacts updated with the latest information from GoCanvas, improving data accuracy.
What types of tasks can I perform by integrating Insightly with GoCanvas?
Integrating Insightly with GoCanvas allows you to perform various tasks, including:
HowsecureistheInsightlydataconnectionwithinLatenode?
Latenode uses secure authentication protocols. Data transmitted between Insightly and GoCanvas is encrypted, ensuring your information remains protected.
Are there any limitations to the Insightly and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: