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Connect Insightly and Tamtam to instantly alert sales teams about new lead activity. Latenode's visual editor and affordable execution pricing simplify building custom notification workflows, ensuring rapid response and improved lead conversion.
Connect Insightly and Tamtam in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Tamtam
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 Tamtam will be your first step. To do this, click "Choose an app," find Insightly or Tamtam, 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 Tamtam Node
Next, click the plus (+) icon on the Insightly node, select Tamtam from the list of available apps, and choose the action you need from the list of nodes within Tamtam.
Insightly
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Tamtam
Authenticate Tamtam
Now, click the Tamtam node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tamtam settings. Authentication allows you to use Tamtam through Latenode.
Configure the Insightly and Tamtam 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 Tamtam Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Tamtam
Trigger on Webhook
β
Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Tamtam, 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 Tamtam integration works as expected. Depending on your setup, data should flow between Insightly and Tamtam (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Tamtam + Gmail: When a new lead is created in Insightly, send a notification to Tamtam. At the end of the day, a summary email of all new leads created during the day is sent via Gmail.
Tamtam + Insightly + Google Sheets: When a new message is sent on Tamtam, search for related Insightly contacts. If a contact is found, archive the Tamtam message, contact name, and message date into a Google Sheet for analysis.
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 Tamtam
Use Tamtam in Latenode to automate messaging tasks. Send alerts, notifications, or updates based on triggers from other apps. Build workflows to distribute information automatically. Tamtam integration in Latenode avoids manual message sending, saving time. Plus, customize messaging flows with JS or AI for targeted and personalized comms.
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How can I connect my Insightly account to Tamtam using Latenode?
To connect your Insightly account to Tamtam on Latenode, follow these steps:
Can I automatically create Insightly tasks from Tamtam messages?
Yes, you can! Latenode's visual editor and advanced logic let you instantly turn Tamtam messages into Insightly tasks, boosting team efficiency.
What types of tasks can I perform by integrating Insightly with Tamtam?
Integrating Insightly with Tamtam allows you to perform various tasks, including:
Can Latenode handle large Insightly data exports?
Yes, Latenode efficiently handles large Insightly data exports using its optimized data processing and scaling capabilities.
Are there any limitations to the Insightly and Tamtam integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: