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How to connect Insightly and Soax
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.
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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.
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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:
- 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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Soax
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Trigger on Webhook
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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.
Most powerful ways to connect Insightly and Soax
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.
Insightly and Soax 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.
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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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See how Latenode works
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FAQ Insightly and Soax
How can I connect my Insightly account to Soax using Latenode?
To connect your Insightly account to Soax 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 Soax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically verifying lead locations using Soax's proxy network.
- Updating Insightly contacts with verified IP address information.
- Triggering Insightly tasks when Soax detects specific user activity.
- Using AI to analyze prospect data and suggest optimal proxy locations.
- Creating workflows to ensure data privacy compliance via proxy routing.
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:
- Real-time data synchronization depends on the Insightly and Soax API availability.
- Complex workflows may require JavaScript knowledge for custom data transformations.
- Bulk data processing is subject to Insightly's API usage policies.
