Insightly and Simplybook Integration

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Automatically create or update Insightly contacts from Simplybook appointments. Latenode’s visual editor makes it easy, adding custom logic with JavaScript if needed. Scale lead management affordably by paying only for execution time.

Insightly + Simplybook integration

Connect Insightly and Simplybook in minutes with Latenode.

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Insightly

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Simplybook

Create a New Scenario to Connect Insightly and Simplybook

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 Simplybook will be your first step. To do this, click "Choose an app," find Insightly or Simplybook, 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.

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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.

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Connect Insightly

Sign In

Run node once

Add the Simplybook Node

Next, click the plus (+) icon on the Insightly node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.

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Authenticate Simplybook

Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.

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Connect Simplybook

Sign In

Run node once

Configure the Insightly and Simplybook Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Simplybook Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Insightly and Simplybook Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Insightly, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Insightly and Simplybook (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Insightly and Simplybook

Simplybook + Insightly + Slack: When a new booking is created in Simplybook, a new lead is created in Insightly, and a notification is sent to the sales team in Slack.

Simplybook + Insightly + Google Sheets: When a new booking is created in Simplybook, a new contact is created in Insightly, and the booking information is added to a Google Sheet.

Insightly and Simplybook integration alternatives

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.

About Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

See how Latenode works

FAQ Insightly and Simplybook

How can I connect my Insightly account to Simplybook using Latenode?

To connect your Insightly account to Simplybook on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Insightly and click on "Connect".
  • Authenticate your Insightly and Simplybook accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Insightly contacts from new Simplybook bookings?

Yes, you can! Latenode lets you automate this, ensuring your Insightly CRM is always up-to-date with new bookings. Eliminate manual data entry and improve sales follow-up.

What types of tasks can I perform by integrating Insightly with Simplybook?

Integrating Insightly with Simplybook allows you to perform various tasks, including:

  • Create new Insightly tasks when a Simplybook appointment is booked.
  • Update Insightly contact information based on Simplybook booking details.
  • Send automated SMS reminders via Simplybook upon new Insightly lead creation.
  • Generate custom reports combining Insightly sales data and Simplybook booking stats.
  • Trigger personalized email campaigns in Insightly after Simplybook service completion.

Can I use JavaScript to transform data between Insightly and Simplybook?

Yes! Latenode lets you use JavaScript to customize data flows, ensuring perfect data mapping between Insightly and Simplybook fields.

Are there any limitations to the Insightly and Simplybook integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time updates depend on the API rate limits of Insightly and Simplybook.
  • Historical data migration requires careful planning and may need batch processing.

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