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How to connect Kintone and Insightly
Create a New Scenario to Connect Kintone and Insightly
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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or Insightly will be your first step. To do this, click "Choose an app," find Kintone or Insightly, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Kintone node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
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Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the Kintone and Insightly 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 Kintone and Insightly 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 Kintone, Insightly, 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 Kintone and Insightly integration works as expected. Depending on your setup, data should flow between Kintone and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kintone and Insightly
Kintone + Insightly + Slack: When a Kintone project record is updated to indicate completion, the corresponding Insightly opportunity is updated to reflect the project's status, and a notification is sent to the sales team via Slack.
Insightly + Kintone + Google Sheets: When a new opportunity is created in Insightly, key data is recorded in a Kintone app, and this Kintone data is then added to a Google Sheet for analysis.
Kintone and Insightly integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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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FAQ Kintone and Insightly
How can I connect my Kintone account to Insightly using Latenode?
To connect your Kintone account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Kintone project data to Insightly?
Yes, you can. Latenode allows seamless data synchronization between Kintone and Insightly, ensuring your project information is always up-to-date, improving team collaboration and reporting accuracy.
What types of tasks can I perform by integrating Kintone with Insightly?
Integrating Kintone with Insightly allows you to perform various tasks, including:
- Automatically create new Insightly leads from Kintone form submissions.
- Update Insightly contact information based on Kintone app updates.
- Trigger Kintone task creation when a new opportunity is created in Insightly.
- Synchronize project milestones between Kintone and Insightly projects.
- Generate custom reports combining data from Kintone and Insightly.
How secure is the Kintone and Insightly integration on Latenode?
Latenode uses industry-standard security protocols to encrypt data and protect your Kintone and Insightly credentials, ensuring a secure integration experience.
Are there any limitations to the Kintone and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- High-volume data sync may be subject to API rate limits of Kintone or Insightly.
- Custom field mappings require careful configuration to ensure data accuracy.
