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How to connect Lark and Insightly
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Insightly will be your first step. To do this, click "Choose an app," find Lark or Insightly, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Insightly integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Insightly
Lark + Insightly + Google Sheets: When a new message is received in a Lark group chat, the content is used to create a task in Insightly. A summary of the task is then added as a new row in a Google Sheet.
Insightly + Lark + Zoom: When a new contact is created in Insightly, find the corresponding user by email in Lark and schedule a Zoom meeting. Then send the Zoom meeting link via Lark.
Lark and Insightly integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Insightly
How can I connect my Lark account to Insightly using Latenode?
To connect your Lark account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Insightly tasks from new Lark messages?
Yes, you can! Latenode allows seamless automation, instantly creating tasks in Insightly from new Lark messages, improving team response times and tracking.
What types of tasks can I perform by integrating Lark with Insightly?
Integrating Lark with Insightly allows you to perform various tasks, including:
- Creating new Insightly contacts from new Lark group members.
- Sending Lark notifications for new Insightly opportunities.
- Updating Insightly opportunity stages based on Lark poll responses.
- Creating Lark group chats for new Insightly projects.
- Automatically logging Lark meeting summaries in Insightly notes.
How do I use JavaScript with my Lark and Insightly automations?
Latenode lets you use JavaScript code blocks to transform data between Lark and Insightly, enabling highly customized automation workflows.
Are there any limitations to the Lark 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.
- Rate limits of Lark and Insightly APIs can impact high-volume workflows.
- Custom fields in Insightly require proper mapping during setup.
