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Automatically create Insightly contacts from new Userback feedback, closing the loop on customer insights. Latenode’s visual editor makes it easy to customize the flow, while affordable pricing scales with your feedback volume.
Connect Insightly and Userback in minutes with Latenode.
Create Insightly to Userback workflow
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Insightly
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Create a New Scenario to Connect Insightly and Userback
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 Userback will be your first step. To do this, click "Choose an app," find Insightly or Userback, 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 Userback Node
Next, click the plus (+) icon on the Insightly node, select Userback from the list of available apps, and choose the action you need from the list of nodes within Userback.
Insightly
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Userback
Authenticate Userback
Now, click the Userback node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Userback settings. Authentication allows you to use Userback through Latenode.
Configure the Insightly and Userback 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 Userback 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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Userback
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, Userback, 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 Userback integration works as expected. Depending on your setup, data should flow between Insightly and Userback (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Userback + Insightly + Slack: When new feedback is created in Userback, a task is created in Insightly to address it. A Slack message is then sent to a designated channel to notify the team about the new task.
Userback + Insightly + Google Sheets: When new feedback is created in Userback, the feedback details along with relevant Insightly customer data (if available, found by searching for a record using available data from Userback) are added as a new row in a Google Sheet for tracking and reporting purposes.
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 Userback
Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.
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How can I connect my Insightly account to Userback using Latenode?
To connect your Insightly account to Userback on Latenode, follow these steps:
Can I automatically create Insightly contacts from new Userback feedback?
Yes, you can! Latenode's visual builder and AI tools enable seamless contact creation. Streamline lead generation by instantly adding Userback users as contacts in Insightly.
What types of tasks can I perform by integrating Insightly with Userback?
Integrating Insightly with Userback allows you to perform various tasks, including:
Can I use custom JavaScript functions to process data between Insightly and Userback?
Yes, Latenode supports custom JavaScript functions, letting you transform data and create complex workflows that go beyond basic data syncing.
Are there any limitations to the Insightly and Userback integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: