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Connect Insightly and Streamtime to automate project creation when deals close, keeping project timelines aligned with sales. Latenode's visual editor and affordable execution costs make scaling this automation simple, adding custom logic with JavaScript where needed.
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In the workspace, click the βCreate New Scenarioβ button.

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 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.

Select the Insightly node from the app selection panel on the right.

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.
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
β
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.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
β
Streamtime
Trigger on Webhook
β
Insightly
β
β
Iterator
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Webhook response
After configuring Insightly, Streamtime, 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.
Run the scenario by clicking βRun onceβ 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.
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.
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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How can I connect my Insightly account to Streamtime using Latenode?
To connect your Insightly account to Streamtime on Latenode, follow these steps:
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:
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: