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How to connect Knack and Insightly
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Insightly will be your first step. To do this, click "Choose an app," find Knack or Insightly, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Insightly integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Insightly
Knack + Insightly + Google Sheets: When a new entry is created in Knack, a corresponding lead is created in Insightly. The details of this new lead are then added as a new row in a Google Sheet for reporting purposes.
Insightly + Knack + Slack: When a new contact is created in Insightly, the system searches for matching records in Knack. If a match is found, a notification is sent to a designated Slack channel, alerting the team to the potential lead.
Knack and Insightly integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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See how Latenode works
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FAQ Knack and Insightly
How can I connect my Knack account to Insightly using Latenode?
To connect your Knack account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Knack records to Insightly?
Yes, you can! Latenode lets you automatically sync new Knack records to Insightly, creating or updating contacts & opportunities. This saves time and ensures data consistency.
What types of tasks can I perform by integrating Knack with Insightly?
Integrating Knack with Insightly allows you to perform various tasks, including:
- Creating new Insightly contacts from new Knack database entries.
- Updating Insightly opportunities when a Knack project status changes.
- Automatically generating reports in Knack based on Insightly data.
- Triggering email campaigns in Insightly from Knack form submissions.
- Syncing Knack customer data to Insightly for a unified view.
How does Latenode handle data transformations between Knack and Insightly?
Latenode's visual editor offers powerful data transformation blocks, JavaScript support, and even AI to seamlessly map fields between Knack and Insightly.
Are there any limitations to the Knack and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- High API usage can be subject to Knack and Insightly rate limits.
- Real-time synchronization depends on the polling interval selected.
