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How to connect Monday and Insightly
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Insightly will be your first step. To do this, click "Choose an app," find Monday or Insightly, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Insightly integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Insightly
Monday + Insightly + Slack: When a new item is created in Monday, a corresponding project is created in Insightly. A notification is then sent to a designated Slack channel to alert the sales team of the new project.
Insightly + Monday + Google Sheets: When a project is updated in Insightly, the corresponding item in Monday is updated. The changes are also logged in Google Sheets for reporting and tracking purposes.
Monday and Insightly integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Insightly
How can I connect my Monday account to Insightly using Latenode?
To connect your Monday account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Monday project updates to Insightly?
Yes, you can! Latenode lets you sync updates bidirectionally with advanced logic and JavaScript. This ensures your sales and project teams always have the latest information, improving collaboration and efficiency.
What types of tasks can I perform by integrating Monday with Insightly?
Integrating Monday with Insightly allows you to perform various tasks, including:
- Create new Insightly leads from updated Monday project tasks.
- Automatically update Insightly opportunities when Monday projects reach milestones.
- Sync contact information between Monday and Insightly for unified data.
- Trigger Monday tasks when new opportunities are created in Insightly.
- Generate custom reports combining data from both Monday and Insightly.
How easily can I customize Monday + Insightly flows?
Latenode's visual editor and JavaScript blocks offer unparalleled customization. Tailor your flows to precise needs and complex logic without coding expertise.
Are there any limitations to the Monday 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.
- Real-time syncing depends on the API limits of both Monday and Insightly.
- Large data volumes may impact workflow execution time.
