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Sync Insightly leads with SOS Inventory to automate quote generation and inventory updates. Latenode's visual editor makes it easier to customize complex workflows and scale affordably when your business grows.
Connect Insightly and SOS Inventory in minutes with Latenode.
Create Insightly to SOS Inventory workflow
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Insightly
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Create a New Scenario to Connect Insightly and SOS Inventory
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 SOS Inventory will be your first step. To do this, click "Choose an app," find Insightly or SOS Inventory, 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 SOS Inventory Node
Next, click the plus (+) icon on the Insightly node, select SOS Inventory from the list of available apps, and choose the action you need from the list of nodes within SOS Inventory.
Insightly
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SOS Inventory
Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the Insightly and SOS Inventory 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 SOS Inventory 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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SOS Inventory
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, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between Insightly and SOS Inventory (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + SOS Inventory + QuickBooks: When a deal is updated to 'closed' in Insightly, a sales order is created in SOS Inventory. Upon creation of the sales order, a corresponding invoice is created in QuickBooks.
SOS Inventory + Insightly + Slack: When stock levels are low, SOS Inventory triggers the creation of a task in Insightly to reorder. Simultaneously, a Slack notification is sent to the sales team to inform them of the low stock situation.
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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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How can I connect my Insightly account to SOS Inventory using Latenode?
To connect your Insightly account to SOS Inventory on Latenode, follow these steps:
Can I automatically update inventory based on new Insightly orders?
Yes, with Latenode! Automatically update SOS Inventory when orders appear in Insightly. Maintain real-time stock levels and avoid overselling, even at high volumes, thanks to Latenode's scalable architecture.
What types of tasks can I perform by integrating Insightly with SOS Inventory?
Integrating Insightly with SOS Inventory allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly and SOS Inventory?
Yes! Latenode lets you use JavaScript to handle complex data transformations, ensuring seamless data flow between Insightly and SOS Inventory.
Are there any limitations to the Insightly and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: