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Automatically create Twist channels from new Insightly opportunities, keeping project discussions organized. Latenode's visual editor and affordable execution-based pricing make scaling this cross-functional workflow easy for any team.
Connect Insightly and Twist in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Twist
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 Twist will be your first step. To do this, click "Choose an app," find Insightly or Twist, 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 Twist Node
Next, click the plus (+) icon on the Insightly node, select Twist from the list of available apps, and choose the action you need from the list of nodes within Twist.
Insightly
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Twist
Authenticate Twist
Now, click the Twist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Twist settings. Authentication allows you to use Twist through Latenode.
Configure the Insightly and Twist 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 Twist 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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Twist
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, Twist, 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 Twist integration works as expected. Depending on your setup, data should flow between Insightly and Twist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Google Sheets + Twist: When a new contact is created in Insightly, the contact's details are automatically added to a Google Sheet for record-keeping, and a notification is posted to a relevant Twist channel to inform the team.
Twist + Insightly + Slack: When a new thread is added to a Twist channel, update a related opportunity in Insightly. Send a Slack message to relevant stakeholders with details of the updated opportunity.
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 Twist
Use Twist in Latenode to centralize team communication data. Automatically archive messages, analyze sentiment, or trigger actions based on channel activity. Integrate Twist threads with other apps for reporting or task management. Automate insights and routing without manual work.
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How can I connect my Insightly account to Twist using Latenode?
To connect your Insightly account to Twist on Latenode, follow these steps:
Can I automatically create Twist threads for new Insightly opportunities?
Yes, you can! Latenode enables this with a visual editor, triggering Twist threads directly from Insightly events. Automate communication and improve team awareness.
What types of tasks can I perform by integrating Insightly with Twist?
Integrating Insightly with Twist allows you to perform various tasks, including:
What Insightly data can I access and use within Latenode workflows?
Latenode allows you to access and utilize virtually any Insightly data, including contacts, opportunities, tasks, and projects.
Are there any limitations to the Insightly and Twist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: