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How to connect Linear and Insightly
Create a New Scenario to Connect Linear 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 Linear, triggered by another scenario, or executed manually (for testing purposes). In most cases, Linear or Insightly will be your first step. To do this, click "Choose an app," find Linear or Insightly, and select the appropriate trigger to start the scenario.
Add the Linear Node
Select the Linear node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Linear 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 Linear 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 Linear 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 Linear, 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 Linear and Insightly integration works as expected. Depending on your setup, data should flow between Linear 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 Linear and Insightly
Linear + Insightly + Slack: When a Linear issue is updated to a resolved state, the automation updates the associated contact in Insightly. A message is then sent to a designated Slack channel to notify the team of the issue resolution and the contact update.
Insightly + Linear + Gmail: When a new lead is created in Insightly, the automation creates a linked issue in Linear to track follow-up. A welcome email is then sent to the new lead via Gmail.
Linear and Insightly integration alternatives
About Linear
Connect Linear to Latenode for automated issue tracking. Streamline bug reporting from various sources. Automatically create Linear issues from form submissions or customer support tickets. Update issue statuses based on events in other systems like Git or CI/CD pipelines, all within a scalable, low-code workflow.
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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 Linear and Insightly
How can I connect my Linear account to Insightly using Latenode?
To connect your Linear account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Linear and click on "Connect".
- Authenticate your Linear 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 Linear issues?
Yes, you can! Latenode's visual editor makes it easy to create this automation. Trigger workflows from Linear issue creation and keep your sales team updated in Insightly.
What types of tasks can I perform by integrating Linear with Insightly?
Integrating Linear with Insightly allows you to perform various tasks, including:
- Create Insightly contacts from new Linear users.
- Update Insightly opportunities when Linear issues are resolved.
- Send Linear comments to Insightly as notes on a contact.
- Create Linear issues when new Insightly support cases are created.
- Sync Linear issue status with corresponding Insightly project stages.
How can I use JavaScript within the Linear and Insightly integration?
Latenode lets you add custom JavaScript code blocks to your workflows, allowing you to manipulate data and add advanced logic between Linear and Insightly.
Are there any limitations to the Linear and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Linear and Insightly requires manual setup.
- Complex data transformations may require custom JavaScript coding.
- Rate limits of Linear and Insightly APIs may affect high-volume automations.
