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Automatically process signed contracts from Insightly in iLovePDF. Latenode’s visual editor makes it easy for teams to customize document workflows with JavaScript and scale them affordably.
Connect Insightly and iLovePDF in minutes with Latenode.
Create Insightly to iLovePDF workflow
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Automate your workflow
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Insightly
iLovePDF
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Create a New Scenario to Connect Insightly and iLovePDF
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 iLovePDF will be your first step. To do this, click "Choose an app," find Insightly or iLovePDF, 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 iLovePDF Node
Next, click the plus (+) icon on the Insightly node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.
Insightly
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iLovePDF
Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Insightly and iLovePDF 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 iLovePDF 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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iLovePDF
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, iLovePDF, 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 iLovePDF integration works as expected. Depending on your setup, data should flow between Insightly and iLovePDF (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + iLovePDF + Google Drive: When a record is updated in Insightly, a PDF document is compressed using iLovePDF, and then stored in a specified Google Drive folder.
Insightly + PandaDoc + iLovePDF: When a record is created in Insightly, a contract is automatically generated in PandaDoc from a template. The document is then compressed with iLovePDF and it becomes available for emailing.
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 iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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How can I connect my Insightly account to iLovePDF using Latenode?
To connect your Insightly account to iLovePDF on Latenode, follow these steps:
Can I automatically convert Insightly attachments to PDF?
Yes, you can! Latenode simplifies this with its visual editor. Automatically convert and archive attachments from Insightly opportunities using iLovePDF, ensuring consistent document formatting.
What types of tasks can I perform by integrating Insightly with iLovePDF?
Integrating Insightly with iLovePDF allows you to perform various tasks, including:
How secure is my Insightly data when using Latenode?
Latenode uses advanced encryption and secure protocols to protect your Insightly data during all integration processes, ensuring confidentiality.
Are there any limitations to the Insightly and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: