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Automatically enrich Insightly leads with Vapi's AI-powered insights directly in Latenode, using flexible no-code tools and JavaScript functions. Scale affordably by paying only for execution time.
Connect Insightly and Vapi in minutes with Latenode.
Create Insightly to Vapi workflow
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Insightly
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Create a New Scenario to Connect Insightly and Vapi
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 Vapi will be your first step. To do this, click "Choose an app," find Insightly or Vapi, 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 Vapi Node
Next, click the plus (+) icon on the Insightly node, select Vapi from the list of available apps, and choose the action you need from the list of nodes within Vapi.
Insightly
β
Vapi
Authenticate Vapi
Now, click the Vapi node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vapi settings. Authentication allows you to use Vapi through Latenode.
Configure the Insightly and Vapi 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 Vapi Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Vapi
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, Vapi, 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 Vapi integration works as expected. Depending on your setup, data should flow between Insightly and Vapi (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Vapi + Slack: When a deal is updated to 'Won' in Insightly, a congratulatory voice message is sent via Vapi to the deal contact, and a notification is sent to the sales team in a Slack channel.
Vapi + Insightly + Google Sheets: When a new outbound phone call is created in Vapi, the call data is logged in a Google Sheet. Then, a contact is created or updated in Insightly with the call information.
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 Vapi
Use Vapi in Latenode to validate and standardize address data. Ensure accurate deliveries and prevent errors by cleaning addresses directly within your workflows. Vapi integration inside Latenode makes data cleaning repeatable and scalable without extra coding. Automate address verification as part of lead gen, order processing, or CRM upkeep.
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How can I connect my Insightly account to Vapi using Latenode?
To connect your Insightly account to Vapi on Latenode, follow these steps:
Can I automatically call new Insightly leads using Vapi?
Yes, you can! Latenode's visual editor makes it easy. Automatically trigger Vapi calls for new Insightly leads, boosting engagement & converting leads faster with personalized outreach.
What types of tasks can I perform by integrating Insightly with Vapi?
Integrating Insightly with Vapi allows you to perform various tasks, including:
How secure is my Insightly data when using the Latenode integration?
Latenode employs enterprise-grade security measures, including encryption and access controls, to protect your Insightly data at all times.
Are there any limitations to the Insightly and Vapi integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: