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Automatically update Insightly contacts with new WhatsApp Personal Account interactions. Latenode’s visual editor simplifies complex logic, while affordable pricing makes scaling customer engagement workflows effortless.
Connect Insightly and WhatsApp Personal Account in minutes with Latenode.
Create Insightly to WhatsApp Personal Account workflow
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Automate your workflow
Swap Apps
Insightly
WhatsApp Personal Account
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Create a New Scenario to Connect Insightly and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Insightly or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Insightly node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
Insightly
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Insightly and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Insightly and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + WhatsApp Personal Account + Calendly: When a field is updated on a record in Insightly, a WhatsApp message is sent to the contact. The message includes a Calendly scheduling link to book a meeting.
WhatsApp Personal Account + Insightly + Google Sheets: When a new message is received in WhatsApp, the contact information from Insightly is retrieved. Then, the message content and contact details are added as a new row in a Google Sheet.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my Insightly account to WhatsApp Personal Account using Latenode?
To connect your Insightly account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send WhatsApp messages for new Insightly leads?
Yes, you can! Latenode's visual builder makes it easy to trigger personalized WhatsApp messages when new leads are added to Insightly, improving engagement and response times.
What types of tasks can I perform by integrating Insightly with WhatsApp Personal Account?
Integrating Insightly with WhatsApp Personal Account allows you to perform various tasks, including:
What Insightly data can I access through Latenode workflows?
Latenode allows accessing various Insightly data, including contacts, organizations, opportunities, projects, and tasks, for flexible automation.
Are there any limitations to the Insightly and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: