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Sync new Insightly leads to Motion for immediate scheduling. Latenode's visual editor makes it easy to automate outreach based on lead source, and affordable execution-based pricing ensures cost-effective lead management.
Connect Insightly and Motion in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Motion
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 Motion will be your first step. To do this, click "Choose an app," find Insightly or Motion, 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 Motion Node
Next, click the plus (+) icon on the Insightly node, select Motion from the list of available apps, and choose the action you need from the list of nodes within Motion.
Insightly
β
Motion
Authenticate Motion
Now, click the Motion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Motion settings. Authentication allows you to use Motion through Latenode.
Configure the Insightly and Motion 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 Motion Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Motion
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Motion, 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 Motion integration works as expected. Depending on your setup, data should flow between Insightly and Motion (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Motion + Slack: When a deal is updated in Insightly, specifically when its status changes to 'Closed Won', a corresponding project is created in Motion. Then, a notification is sent to a designated Slack channel to inform the team about the new project.
Motion + Insightly + Google Calendar: When a new task is created in Motion, a corresponding contact is created in Insightly. Furthermore, an event for the task is scheduled on Google Calendar to manage deadlines.
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 Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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How can I connect my Insightly account to Motion using Latenode?
To connect your Insightly account to Motion on Latenode, follow these steps:
Can I automatically create Motion tasks from new Insightly opportunities?
Yes, easily! Latenode lets you build automated workflows. Create Motion tasks when new Insightly opportunities are created, ensuring timely follow-up and maximized sales conversion.
What types of tasks can I perform by integrating Insightly with Motion?
Integrating Insightly with Motion allows you to perform various tasks, including:
Can I use JavaScript functions to transform Insightly data on Latenode?
Yes! Latenode's JavaScript blocks enable you to customize and transform Insightly data for advanced Motion workflows, providing unmatched flexibility.
Are there any limitations to the Insightly and Motion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: