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Automatically sync leads and opportunities between Insightly CRM and NetSuite ERP using Latenode's visual editor. Customize data flows with JavaScript or scale enterprise automations affordably with pay-by-execution pricing.
Connect Insightly and NetSuite in minutes with Latenode.
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Create a New Scenario to Connect Insightly and NetSuite
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 NetSuite will be your first step. To do this, click "Choose an app," find Insightly or NetSuite, 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 NetSuite Node
Next, click the plus (+) icon on the Insightly node, select NetSuite from the list of available apps, and choose the action you need from the list of nodes within NetSuite.
Insightly
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NetSuite
Authenticate NetSuite
Now, click the NetSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetSuite settings. Authentication allows you to use NetSuite through Latenode.
Configure the Insightly and NetSuite 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 NetSuite 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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NetSuite
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, NetSuite, 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 NetSuite integration works as expected. Depending on your setup, data should flow between Insightly and NetSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + NetSuite + Slack: When an opportunity is updated to 'Closed Won' in Insightly, a corresponding invoice is created in NetSuite. A notification is then sent to a designated Slack channel to inform the sales team about the successful deal and invoice creation.
NetSuite + Insightly + Google Sheets: When a record is updated in NetSuite, relevant customer data and related activities are fetched from Insightly. This information is then used to update a row in a specified Google Sheet, providing a consolidated view of customer interactions.
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 NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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How can I connect my Insightly account to NetSuite using Latenode?
To connect your Insightly account to NetSuite on Latenode, follow these steps:
Can I automatically update customer data between Insightly and NetSuite?
Yes, you can! Latenode's visual editor allows you to build workflows that sync customer information, ensuring data accuracy and eliminating manual entry across Insightly and NetSuite.
What types of tasks can I perform by integrating Insightly with NetSuite?
Integrating Insightly with NetSuite allows you to perform various tasks, including:
Can I trigger workflows in NetSuite based on Insightly events?
Yes! Latenode lets you trigger NetSuite actions from Insightly using webhooks and custom logic, extending native capabilities.
Are there any limitations to the Insightly and NetSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: