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How to connect Insightly and Wachete
Create a New Scenario to Connect Insightly and Wachete
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 Wachete will be your first step. To do this, click "Choose an app," find Insightly or Wachete, 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 Wachete Node
Next, click the plus (+) icon on the Insightly node, select Wachete from the list of available apps, and choose the action you need from the list of nodes within Wachete.
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Authenticate Wachete
Now, click the Wachete node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wachete settings. Authentication allows you to use Wachete through Latenode.
Configure the Insightly and Wachete 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 Wachete 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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Wachete
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, Wachete, 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 Wachete integration works as expected. Depending on your setup, data should flow between Insightly and Wachete (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 Wachete
Wachete + Insightly + Slack: When Wachete detects a change on a competitor's website (tracked via a 'Wachet'), the automation finds the corresponding competitor's record in Insightly and sends a notification to the sales team in a dedicated Slack channel.
Wachete + Insightly + Google Sheets: Wachete monitors product pricing on a website. When a price changes, the corresponding Insightly contact is updated, and the price change is logged in a Google Sheet.
Insightly and Wachete 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 Wachete
Use Wachete in Latenode to monitor website changes and trigger automated actions. Get notified of price drops, content updates, or competitor activity, then use Latenode to update databases, send alerts, or adjust strategies – all visually. Automate critical responses faster than ever.
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See how Latenode works
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FAQ Insightly and Wachete
How can I connect my Insightly account to Wachete using Latenode?
To connect your Insightly account to Wachete 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 Wachete accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I monitor competitors in Insightly from Wachete alerts?
Yes, with Latenode you can! Automatically create Insightly tasks or update contact information based on Wachete alerts. Leverage no-code blocks or JavaScript for advanced data handling.
What types of tasks can I perform by integrating Insightly with Wachete?
Integrating Insightly with Wachete allows you to perform various tasks, including:
- Create Insightly tasks when Wachete detects a price change on a monitored website.
- Update Insightly contact details based on new information found by Wachete.
- Trigger email notifications via Insightly when Wachete identifies keyword mentions.
- Generate Insightly leads from companies Wachete finds with updated technologies.
- Add new Insightly contacts when Wachete detects relevant job postings at a company.
How do I handle Insightly API rate limits within Latenode?
Latenode includes built-in rate limiting and error handling. Plus, JavaScript code blocks let you create custom retry logic, ensuring reliable Insightly data.
Are there any limitations to the Insightly and Wachete integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API availability of both apps.
- Complex data transformations might require JavaScript knowledge.
- Large data volumes might impact workflow execution time.
