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How to connect Insightly and Twist
Create a New Scenario to Connect Insightly and Twist
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 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.
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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.
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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:
- 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.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, Twist, 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 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.
Most powerful ways to connect Insightly and Twist
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.
Insightly and Twist 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 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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See how Latenode works
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FAQ Insightly and Twist
How can I connect my Insightly account to Twist using Latenode?
To connect your Insightly account to Twist 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 Twist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Post Insightly opportunity updates to specific Twist channels.
- Create Twist threads when new contacts are added to Insightly.
- Send direct Twist messages for urgent Insightly task reminders.
- Archive Twist threads when an Insightly opportunity is closed.
- Trigger Insightly task creation from new Twist thread messages.
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:
- Complex Insightly custom fields may require custom JavaScript for full compatibility.
- Rate limits imposed by Insightly and Twist APIs can affect high-volume workflows.
- Initial setup requires administrator privileges for both Insightly and Twist.
