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Automatically update Insightly with new client fitness data from Trainerize, or trigger personalized coaching plans based on CRM updates, all with affordable, scalable automation in Latenode.
Connect Insightly and Trainerize in minutes with Latenode.
Create Insightly to Trainerize workflow
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Automate your workflow
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Insightly
Trainerize
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Create a New Scenario to Connect Insightly and Trainerize
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 Trainerize will be your first step. To do this, click "Choose an app," find Insightly or Trainerize, 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 Trainerize Node
Next, click the plus (+) icon on the Insightly node, select Trainerize from the list of available apps, and choose the action you need from the list of nodes within Trainerize.
Insightly
β
Trainerize
Authenticate Trainerize
Now, click the Trainerize node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trainerize settings. Authentication allows you to use Trainerize through Latenode.
Configure the Insightly and Trainerize 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 Trainerize Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Trainerize
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Trainerize, 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 Trainerize integration works as expected. Depending on your setup, data should flow between Insightly and Trainerize (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Trainerize + Google Sheets + Insightly: When a client's status changes in Trainerize, their workout data is added to a Google Sheet. Subsequently, the client's profile in Insightly is updated with a link to this workout data.
Trainerize + Insightly + Zoom: Based on client training progress in Trainerize, a Zoom meeting is scheduled, and call details are logged in Insightly.
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 Trainerize
Automate fitness client management with Trainerize in Latenode. Trigger workflows on training completion, nutrition updates, or new client sign-ups. Send data to CRMs, billing systems, or communication tools. Latenode provides flexible tools like webhooks and custom JavaScript for deep Trainerize integration, streamlining tasks beyond basic automation.
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How can I connect my Insightly account to Trainerize using Latenode?
To connect your Insightly account to Trainerize on Latenode, follow these steps:
Can I automatically update client data between Insightly and Trainerize?
Yes, you can! Latenode's flexible data mapping ensures client information stays synchronized, eliminating manual updates and improving data accuracy across both platforms.
What types of tasks can I perform by integrating Insightly with Trainerize?
Integrating Insightly with Trainerize allows you to perform various tasks, including:
Can I use JavaScript to extend the Insightly + Trainerize integration?
Yes! Latenode allows you to use JavaScript to create custom logic for even more tailored automation between Insightly and Trainerize.
Are there any limitations to the Insightly and Trainerize integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: