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Automate contract workflows by connecting Insightly to Signnow. Automatically send contracts when deals reach specific stages, and save signed documents back to Insightly. Latenode's low-code editor and affordable pricing make this scalable and efficient.
Connect Insightly and Signnow in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Insightly or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Insightly node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
Insightly
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Signnow
Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Insightly and Signnow 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 Signnow 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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Signnow
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Insightly and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Signnow + Google Drive: When a deal reaches a specific stage in Insightly, a contract is automatically created from a template and sent for signing via SignNow. Once the contract is signed, the completed document is saved to a designated folder in Google Drive.
Signnow + Insightly + Slack: After a contract is signed via SignNow, the corresponding contact's information in Insightly is updated, and a notification is sent to a specified Slack channel to alert the sales team.
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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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How can I connect my Insightly account to Signnow using Latenode?
To connect your Insightly account to Signnow on Latenode, follow these steps:
Can I automatically send contracts for signature upon new lead creation?
Yes, you can! Latenode lets you automate this easily. Whenever a new lead is added to Insightly, a contract is sent for e-signature via Signnow. Saves time, improves efficiency.
What types of tasks can I perform by integrating Insightly with Signnow?
Integrating Insightly with Signnow allows you to perform various tasks, including:
Can I use custom fields from Insightly within my Signnow documents?
Yes! Latenode's data mapping allows you to seamlessly populate your Signnow documents with data from custom fields in Insightly.
Are there any limitations to the Insightly and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: