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Unify project and customer data by connecting Monday with Insightly. Latenode’s visual editor makes it easy to sync project tasks as new leads appear, enriching your CRM with real-time progress and optimizing workflows, all at an affordable price.
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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.
Monday
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.
Monday
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Insightly
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:
JavaScript
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AI Anthropic Claude 3
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Insightly
Trigger on Webhook
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Monday
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Iterator
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Webhook response
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.
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.
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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How can I connect my Monday account to Insightly using Latenode?
To connect your Monday account to Insightly on Latenode, follow these steps:
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:
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: