Insightly and Inoreader Integration

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Automatically add new Inoreader articles about specific companies as leads in Insightly. Use Latenode's visual editor and affordable execution pricing to streamline sales prospecting workflows.

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Insightly

Inoreader

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Inoreader

Create a New Scenario to Connect Insightly and Inoreader

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 Inoreader will be your first step. To do this, click "Choose an app," find Insightly or Inoreader, 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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Add the Inoreader Node

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

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Authenticate Inoreader

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

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Configure the Insightly and Inoreader 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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Set Up the Insightly and Inoreader 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 donโ€™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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Save and Activate the Scenario

After configuring Insightly, Inoreader, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Insightly and Inoreader integration works as expected. Depending on your setup, data should flow between Insightly and Inoreader (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 Inoreader

Inoreader + Insightly + Slack: When a new article appears in a specified Inoreader folder, the automation finds related contacts in Insightly. A message is then sent to a dedicated Slack channel mentioning the contact and sharing the article.

Inoreader + Insightly + Twitter: When a new article appears in a specified Inoreader folder, the automation finds related leads in Insightly. The title and link of the article are then posted on Twitter.

Insightly and Inoreader 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 Inoreader

Aggregate and filter news feeds in Inoreader, then use Latenode to automate actions based on specific articles. Trigger alerts, update databases, or post to social media directly from your curated content. Use Latenode's visual editor and JavaScript node to refine filtering and formatting rules far beyond Inoreader's native options.

Insightly + Inoreader integration

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FAQ Insightly and Inoreader

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

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

Can I automatically create Insightly tasks from saved Inoreader articles?

Yes, you can! Latenode's visual builder and data transformation tools allow you to automatically create Insightly tasks from articles saved in Inoreader, keeping your sales team informed of relevant news.

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

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

  • Create new Insightly leads from trending industry articles in Inoreader.
  • Update Insightly contact notes with summaries of relevant Inoreader content.
  • Trigger Insightly email campaigns based on Inoreader article tags.
  • Log Inoreader article shares as activities within Insightly.
  • Send daily digests of Inoreader mentions to Insightly users.

How secure is Insightly data when using Latenode integrations?

Latenode uses secure authentication protocols and encrypts data in transit, ensuring your Insightly data remains protected throughout the integration process.

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

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

  • Initial setup requires valid API keys for both Insightly and Inoreader.
  • Complex data transformations may require JavaScript coding within Latenode.
  • The number of tasks is limited by the API usage limits of Insightly and Inoreader.

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