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Automatically create or update Insightly contacts from new Youform submissions. Latenode's visual editor makes it simple, while affordable execution-based pricing handles scaling. Use JavaScript for advanced field mapping.
Connect Insightly and Youform in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Insightly or Youform, 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 Youform Node
Next, click the plus (+) icon on the Insightly node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
Insightly
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Youform
Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Insightly and Youform 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 Youform 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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Youform
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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Insightly and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Youform + Insightly + Slack: When a new form is submitted in Youform, a new contact is created in Insightly. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new contact.
Youform + Insightly + Google Sheets: A new form submission in Youform triggers an update to an existing contact record in Insightly. Simultaneously, the data from the form submission is added as a new row in a Google Sheet for tracking contact details.
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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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How can I connect my Insightly account to Youform using Latenode?
To connect your Insightly account to Youform on Latenode, follow these steps:
Can I automatically update Insightly contacts from Youform submissions?
Yes, you can! Latenode's visual editor makes it simple to map Youform data directly to Insightly contact fields, ensuring your CRM is always up-to-date without manual data entry.
What types of tasks can I perform by integrating Insightly with Youform?
Integrating Insightly with Youform allows you to perform various tasks, including:
How can I filter Youform entries before updating Insightly records?
Latenode allows you to use no-code blocks, JavaScript code, and AI to filter Youform data, ensuring only relevant information updates your Insightly CRM.
Are there any limitations to the Insightly and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: