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Automatically generate polished PDFs from Insightly data using PDF.co. Latenode's visual editor makes it easier to map data fields and create custom documents, while affordable execution pricing helps you scale your document workflows.
Connect Insightly and PDF.co in minutes with Latenode.
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Create a New Scenario to Connect Insightly and PDF.co
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 PDF.co will be your first step. To do this, click "Choose an app," find Insightly or PDF.co, 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 PDF.co Node
Next, click the plus (+) icon on the Insightly node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
Insightly
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PDF.co
Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Insightly and PDF.co 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 PDF.co 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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PDF.co
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, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between Insightly and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + PDF.co + Google Drive: When a record in Insightly is updated (specifically when a contract is signed), a PDF document is generated using PDF.co, and then automatically saved to a specified folder in Google Drive for archiving.
Insightly + PDF.co + Slack: When a new record is created in Insightly, a proposal PDF is generated using PDF.co. When the 'signed' field on this Insightly record is updated, the sales team is notified in a designated Slack channel.
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 PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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How can I connect my Insightly account to PDF.co using Latenode?
To connect your Insightly account to PDF.co on Latenode, follow these steps:
Can I automatically generate PDF reports from Insightly data?
Yes, you can! Latenode’s visual editor simplifies this, using data from Insightly to auto-populate templates in PDF.co, saving time and ensuring consistent reporting.
What types of tasks can I perform by integrating Insightly with PDF.co?
Integrating Insightly with PDF.co allows you to perform various tasks, including:
How secure is my Insightly data when using Latenode?
Latenode employs advanced encryption and security protocols to ensure your Insightly data remains secure throughout all workflow processes.
Are there any limitations to the Insightly and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: