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Automatically trigger Shippo shipments when deals close in Insightly. Latenode's visual editor makes complex shipping rules simple. Add custom logic with JavaScript and scale affordably.
Connect Insightly and Shippo in minutes with Latenode.
Create Insightly to Shippo workflow
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Insightly
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Create a New Scenario to Connect Insightly and Shippo
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 Shippo will be your first step. To do this, click "Choose an app," find Insightly or Shippo, 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 Shippo Node
Next, click the plus (+) icon on the Insightly node, select Shippo from the list of available apps, and choose the action you need from the list of nodes within Shippo.
Insightly
β
Shippo
Authenticate Shippo
Now, click the Shippo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shippo settings. Authentication allows you to use Shippo through Latenode.
Configure the Insightly and Shippo 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 Shippo Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Shippo
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Shippo, 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 Shippo integration works as expected. Depending on your setup, data should flow between Insightly and Shippo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Shippo + QuickBooks: When a deal is updated in Insightly, a shipment is created via Shippo. The cost of the shipment is then logged as a new invoice in QuickBooks.
Shippo + Insightly + Slack: When a new shipping label is generated in Shippo, the system finds the related contact in Insightly and sends a Slack notification to the designated sales representative, informing them of the successful delivery.
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 Shippo
Connect Shippo to Latenode and automate shipping tasks. Create workflows that trigger label generation or shipment tracking updates based on order events. Combine Shippo with other apps to streamline fulfillment, inventory, and customer notifications, all visually and without code, scaling affordably.
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How can I connect my Insightly account to Shippo using Latenode?
To connect your Insightly account to Shippo on Latenode, follow these steps:
Can I automatically create Shippo shipments from new Insightly opportunities?
Yes, you can! Latenode's visual editor makes this easy. Trigger workflows from new opportunities to automate shipment creation, saving time and improving order fulfillment accuracy.
What types of tasks can I perform by integrating Insightly with Shippo?
Integrating Insightly with Shippo allows you to perform various tasks, including:
How does Latenode handle custom fields from Insightly contacts?
Latenode supports mapping custom fields! Easily pass data from Insightly's custom fields to Shippo for detailed shipping information.
Are there any limitations to the Insightly and Shippo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: