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Automatically add new WildApricot members to Insightly as contacts, eliminating manual data entry. Latenode's visual editor makes complex lead nurturing workflows easier, offering affordable scalability and custom JavaScript logic.
Connect Insightly and WildApricot in minutes with Latenode.
Create Insightly to WildApricot workflow
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Create a New Scenario to Connect Insightly and WildApricot
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 WildApricot will be your first step. To do this, click "Choose an app," find Insightly or WildApricot, 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 WildApricot Node
Next, click the plus (+) icon on the Insightly node, select WildApricot from the list of available apps, and choose the action you need from the list of nodes within WildApricot.
Insightly
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WildApricot
Authenticate WildApricot
Now, click the WildApricot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WildApricot settings. Authentication allows you to use WildApricot through Latenode.
Configure the Insightly and WildApricot 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 WildApricot 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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WildApricot
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between Insightly and WildApricot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + WildApricot + Mailchimp: When a new contact is created in Insightly, a new member is created in WildApricot, and then that member is added as a subscriber to a specified Mailchimp email list.
WildApricot + Insightly + Slack: When a WildApricot member updates their information, the corresponding contact in Insightly is updated, and a notification is sent to a designated Slack channel to alert the sales team.
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 WildApricot
Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.
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How can I connect my Insightly account to WildApricot using Latenode?
To connect your Insightly account to WildApricot on Latenode, follow these steps:
Can I automatically update Insightly contacts from new WildApricot members?
Yes, you can! Latenode lets you automate updates, ensuring your Insightly contacts always reflect the latest WildApricot member data. Benefit from real-time synchronization and improved data accuracy.
What types of tasks can I perform by integrating Insightly with WildApricot?
Integrating Insightly with WildApricot allows you to perform various tasks, including:
Can I use JavaScript code to manipulate Insightly data in Latenode?
Yes, you can! Latenode supports JavaScript code blocks, allowing you to customize Insightly data transformations and workflow logic.
Are there any limitations to the Insightly and WildApricot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: