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Unify sales and project lifecycles by syncing Insightly leads as JobNimbus jobs. Latenode's visual editor makes it easy to customize data flows, adding JavaScript for advanced field mapping. Scale affordably with execution-based pricing.
Connect Insightly and JobNimbus in minutes with Latenode.
Create Insightly to JobNimbus workflow
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Create a New Scenario to Connect Insightly and JobNimbus
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 JobNimbus will be your first step. To do this, click "Choose an app," find Insightly or JobNimbus, 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 JobNimbus Node
Next, click the plus (+) icon on the Insightly node, select JobNimbus from the list of available apps, and choose the action you need from the list of nodes within JobNimbus.
Insightly
β
JobNimbus
Authenticate JobNimbus
Now, click the JobNimbus node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JobNimbus settings. Authentication allows you to use JobNimbus through Latenode.
Configure the Insightly and JobNimbus 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 JobNimbus Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
JobNimbus
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, JobNimbus, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Insightly and JobNimbus integration works as expected. Depending on your setup, data should flow between Insightly and JobNimbus (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + JobNimbus + Google Sheets: When a project's status is updated in either Insightly or JobNimbus, the corresponding row in a Google Sheet is updated to reflect the change, providing a centralized report.
JobNimbus + Insightly + Slack: When an opportunity (deal) is updated to 'Closed Won' in either JobNimbus or Insightly, a notification is sent to a designated Slack channel alerting the sales team.
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 JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
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How can I connect my Insightly account to JobNimbus using Latenode?
To connect your Insightly account to JobNimbus on Latenode, follow these steps:
Can I sync new Insightly contacts to JobNimbus?
Yes, you can! Latenode enables seamless contact syncing. Automatically update JobNimbus with new Insightly contacts to streamline communication and improve data accuracy.
What types of tasks can I perform by integrating Insightly with JobNimbus?
Integrating Insightly with JobNimbus allows you to perform various tasks, including:
HowsecureistheInsightlydatatransferonLatenode?
Latenodeemploysadvancedencryptionandsecurityprotocals to ensure the safe and reliable transfer of your Insightly data.
Are there any limitations to the Insightly and JobNimbus integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: