.svg){kind=icon}
How to connect Insightly and Vapi
Create a New Scenario to Connect Insightly and Vapi
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 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.
+
1
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.
1
Insightly
⚙
+
2
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:
- 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Vapi
1
Trigger on Webhook
⚙
2
Insightly
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Insightly, Vapi, 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 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.
Most powerful ways to connect Insightly and Vapi
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.
Insightly and Vapi 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.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Insightly and Vapi
How can I connect my Insightly account to Vapi using Latenode?
To connect your Insightly account to Vapi 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 Vapi accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically calling new leads created in Insightly via Vapi.
- Sending SMS notifications to Insightly contacts using Vapi.
- Updating Insightly contact records based on Vapi call outcomes.
- Creating Insightly tasks based on missed Vapi call events.
- Logging Vapi call details as notes in Insightly contact histories.
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:
- Vapi call duration and SMS limits are subject to your Vapi subscription.
- Complex Insightly data transformations may require JavaScript coding.
- Real-time data synchronization depends on Insightly's API rate limits.
