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Instantly notify your team on Zoho Cliq about new Insightly leads or opportunities. Latenode's visual editor simplifies complex workflows, and affordable execution-based pricing makes scaling these real-time sales updates easy.
Connect Insightly and Zoho Cliq in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Zoho Cliq
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 Zoho Cliq will be your first step. To do this, click "Choose an app," find Insightly or Zoho Cliq, 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 Zoho Cliq Node
Next, click the plus (+) icon on the Insightly node, select Zoho Cliq from the list of available apps, and choose the action you need from the list of nodes within Zoho Cliq.
Insightly
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Zoho Cliq
Authenticate Zoho Cliq
Now, click the Zoho Cliq node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Cliq settings. Authentication allows you to use Zoho Cliq through Latenode.
Configure the Insightly and Zoho Cliq 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 Zoho Cliq Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Zoho Cliq
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, Zoho Cliq, 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 Zoho Cliq integration works as expected. Depending on your setup, data should flow between Insightly and Zoho Cliq (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Google Calendar + Zoho Cliq: When a new event is created in Insightly, it automatically creates an event in Google Calendar and sends a notification to a Zoho Cliq channel.
Insightly + Zoho Cliq + Slack: When a deal is updated in Insightly, and the specified field is 'Closed Won,' send a celebratory message to a dedicated channel in Zoho Cliq and Slack.
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 Zoho Cliq
Integrate Zoho Cliq with Latenode to automate team communication based on real-time triggers. Post messages to channels when specific events occur in other apps. Manage approvals, send notifications, and monitor project status changes automatically. Build custom workflows for efficient collaboration without manual steps, using Latenode's visual editor and API support for advanced logic.
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How can I connect my Insightly account to Zoho Cliq using Latenode?
To connect your Insightly account to Zoho Cliq on Latenode, follow these steps:
Can I get notified in Cliq when a new lead is created in Insightly?
Yes, you can! Latenode's real-time triggers and visual editor make it easy to send instant Cliq notifications when new leads appear in Insightly, improving response time.
What types of tasks can I perform by integrating Insightly with Zoho Cliq?
Integrating Insightly with Zoho Cliq allows you to perform various tasks, including:
How can I use JavaScript to extend Insightly's functionality on Latenode?
Latenode allows custom JavaScript code within your Insightly workflows, providing limitless possibilities for data transformation and advanced logic.
Are there any limitations to the Insightly and Zoho Cliq integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: