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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.
Connect Insightly and Simplybook in minutes with Latenode.
Create Insightly to Simplybook workflow
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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.
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 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.
Insightly
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Simplybook
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.
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.
Set Up the Insightly and Simplybook 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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Simplybook
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, 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.
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.
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 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.
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How can I connect my Insightly account to Simplybook using Latenode?
To connect your Insightly account to Simplybook on Latenode, follow these steps:
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:
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: