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Automatically post new Insightly leads into a Lark group for immediate team awareness and follow-up. Latenode’s visual editor makes customization easy, while its affordable execution-based pricing helps you scale without cost concerns.
Connect Insightly and Lark in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Lark
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 Lark will be your first step. To do this, click "Choose an app," find Insightly or Lark, 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 Lark Node
Next, click the plus (+) icon on the Insightly node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
Insightly
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Lark
Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the Insightly and Lark 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 Lark 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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Lark
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, Lark, 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 Lark integration works as expected. Depending on your setup, data should flow between Insightly and Lark (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Lark + Google Calendar: When a new event is created or updated in Insightly, create or update a corresponding event in both Lark Calendar and Google Calendar to keep schedules synchronized.
Insightly + Slack: When a contact is updated in Insightly, send a message to a dedicated Slack channel to notify the team of the changes. This ensures everyone stays informed about important contact updates, fostering quick team awareness and collaboration.
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 Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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How can I connect my Insightly account to Lark using Latenode?
To connect your Insightly account to Lark on Latenode, follow these steps:
Can I automatically create Lark messages from new Insightly opportunities?
Yes, you can! Latenode lets you trigger Lark messages when new opportunities arise in Insightly. This keeps your team instantly informed and streamlines response times.
What types of tasks can I perform by integrating Insightly with Lark?
Integrating Insightly with Lark allows you to perform various tasks, including:
How can I trigger workflows from Insightly events in Latenode?
Latenode allows you to use webhooks to instantly trigger workflows based on Insightly events. This ensures real-time automation and faster responses.
Are there any limitations to the Insightly and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: