How to connect Insightly and Streamtime
Create a New Scenario to Connect Insightly and Streamtime
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 Streamtime will be your first step. To do this, click "Choose an app," find Insightly or Streamtime, 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 Streamtime Node
Next, click the plus (+) icon on the Insightly node, select Streamtime from the list of available apps, and choose the action you need from the list of nodes within Streamtime.


Insightly
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Streamtime

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

JavaScript
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AI Anthropic Claude 3
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Streamtime
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, Streamtime, 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 Streamtime integration works as expected. Depending on your setup, data should flow between Insightly and Streamtime (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 Streamtime
Streamtime + Insightly + Slack: When a new job is created in Streamtime, a corresponding project is created in Insightly. Subsequently, a message is sent to a specified Slack channel to notify the sales team of the new project.
Streamtime + Insightly + Google Sheets: When a job is updated in Streamtime, the workflow retrieves client information from Insightly related to that job and then updates a Google Sheet with both the updated job data and the client information.
Insightly and Streamtime 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 Streamtime
Streamtime project management inside Latenode: automate tasks like invoice creation based on project status, or sync time entries with accounting. Connect Streamtime to other apps via Latenode's visual editor and AI tools. Customize further with JavaScript for complex workflows. Manage projects and data automatically.
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See how Latenode works
FAQ Insightly and Streamtime
How can I connect my Insightly account to Streamtime using Latenode?
To connect your Insightly account to Streamtime 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 Streamtime accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update project status in Streamtime upon deal closure in Insightly?
Yes, you can! Latenode's visual editor makes it simple. Automate updates and keep project teams informed without manual data entry, saving time and improving accuracy.
What types of tasks can I perform by integrating Insightly with Streamtime?
Integrating Insightly with Streamtime allows you to perform various tasks, including:
- Create Streamtime projects when new opportunities are won in Insightly.
- Sync contact information between Insightly and Streamtime to avoid duplicates.
- Update project budgets in Streamtime based on deal value changes in Insightly.
- Trigger invoicing in Streamtime when a project reaches a specific stage in Insightly.
- Generate tasks in Streamtime based on activities logged in Insightly.
HowsecureisdataflowbetweenInsightlyandStreamtimeonLatenode?
Latenode uses secure connections and encryption to protect data during transfer between Insightly and Streamtime, ensuring confidentiality and integrity.
Are there any limitations to the Insightly and Streamtime integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API limits of both Insightly and Streamtime.
- Historical data migration between the two platforms may require a separate process.