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Automatically trigger Simplesat surveys after key milestones in Insightly using Latenode's visual editor. Customize workflows with JavaScript and scale affordably, paying only for execution time, not by steps. Close the feedback loop on your CRM data.
Connect Insightly and Simplesat in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Insightly or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the Insightly node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
Insightly
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Simplesat
Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Insightly and Simplesat 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 Simplesat 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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Simplesat
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, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Insightly and Simplesat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Simplesat + Insightly + Slack: When a new answer is submitted in Simplesat, the automation finds the corresponding contact in Insightly and sends a notification in Slack with the feedback details.
Simplesat + Insightly + Google Sheets: When a new answer is received in Simplesat, the automation finds the contact in Insightly and logs the feedback score and comments into a Google Sheet.
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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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How can I connect my Insightly account to Simplesat using Latenode?
To connect your Insightly account to Simplesat on Latenode, follow these steps:
Can I trigger Simplesat surveys after closing Insightly opportunities?
Yes, absolutely! Using Latenode, you can automatically trigger Simplesat surveys when an opportunity reaches a specific stage in Insightly, gathering feedback seamlessly.
What types of tasks can I perform by integrating Insightly with Simplesat?
Integrating Insightly with Simplesat allows you to perform various tasks, including:
What Insightly data can Latenode access during the integration?
Latenode can access Insightly contacts, opportunities, tasks, and projects to trigger automations or update records based on Simplesat data.
Are there any limitations to the Insightly and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: