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Enrich Insightly leads with Soax proxy data to improve targeting and personalization. Latenode’s visual editor simplifies complex data flows, letting you scale enrichment without code and optimize costs with pay-per-use pricing.
Connect Insightly and Soax in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Soax
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 Soax will be your first step. To do this, click "Choose an app," find Insightly or Soax, 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 Soax Node
Next, click the plus (+) icon on the Insightly node, select Soax from the list of available apps, and choose the action you need from the list of nodes within Soax.
Insightly
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Soax
Authenticate Soax
Now, click the Soax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Soax settings. Authentication allows you to use Soax through Latenode.
Configure the Insightly and Soax 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 Soax 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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Soax
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, Soax, 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 Soax integration works as expected. Depending on your setup, data should flow between Insightly and Soax (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Soax: When a new record is created in Insightly, use Soax to find Google Search Results related to the record and store the relevant results in Insightly.
Insightly + Soax + Slack: When a record is updated in Insightly, potentially indicating a website visit detected by Soax (assumed through external IP tracking linking to the record), send a notification to a Slack channel.
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 Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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How can I connect my Insightly account to Soax using Latenode?
To connect your Insightly account to Soax on Latenode, follow these steps:
Can I enrich Insightly leads with Soax proxy data?
Yes, you can! Latenode lets you automatically enrich Insightly leads using Soax residential proxies to verify location, improving data quality. Scale lead gen affordably.
What types of tasks can I perform by integrating Insightly with Soax?
Integrating Insightly with Soax allows you to perform various tasks, including:
How do I manage Insightly API rate limits on Latenode?
Latenode's advanced queueing and error handling manages Insightly API limits. Retry logic and scheduled execution prevent workflow disruptions.
Are there any limitations to the Insightly and Soax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: