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How to connect Insightly and Wave
Create a New Scenario to Connect Insightly and Wave
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 Wave will be your first step. To do this, click "Choose an app," find Insightly or Wave, 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 Wave Node
Next, click the plus (+) icon on the Insightly node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Insightly and Wave 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 Wave 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, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between Insightly and Wave (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 Wave
Insightly + Wave + Slack: When an opportunity reaches the 'Closed Won' stage in Insightly, an invoice is automatically created in Wave, and a notification is sent to a dedicated Slack channel to inform the sales team.
Wave + Insightly + Google Sheets: Upon receiving a new invoice payment in Wave, the corresponding client record in Insightly is updated with payment information, and a log entry is created in Google Sheets for tracking and reporting.
Insightly and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ Insightly and Wave
How can I connect my Insightly account to Wave using Latenode?
To connect your Insightly account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from new Insightly opportunities?
Yes, you can! Latenode's visual editor makes it easy to trigger invoice creation in Wave whenever a new opportunity reaches a specific stage in Insightly. Automate billing and save time.
What types of tasks can I perform by integrating Insightly with Wave?
Integrating Insightly with Wave allows you to perform various tasks, including:
- Create Wave invoices when an Insightly opportunity is won.
- Update Insightly contacts when a new payment is received in Wave.
- Generate financial reports in Wave based on Insightly sales data.
- Automatically reconcile payments in Wave with Insightly opportunities.
- Send Insightly task reminders based on overdue Wave invoices.
How does Latenode handle data security between Insightly and Wave?
Latenode uses secure OAuth authentication and encryption to protect your data during Insightly and Wave integration, ensuring privacy and compliance.
Are there any limitations to the Insightly and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Insightly and Wave may require custom scripting.
- Advanced Wave invoice customizations require understanding of the Wave API.
- Real-time synchronization of large datasets between apps may experience delays.
