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How to connect Motion and Insightly
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Insightly will be your first step. To do this, click "Choose an app," find Motion or Insightly, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Insightly integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Insightly
Motion + Insightly + Slack: When a new task is created in Motion, a new contact is created in Insightly, and a notification is sent to a Slack channel to inform the team.
Insightly + Motion + Google Calendar: When a new contact is created in Insightly, a follow-up task is created in Motion and an event is created in Google Calendar to log the follow-up.
Motion and Insightly integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Insightly
How can I connect my Motion account to Insightly using Latenode?
To connect your Motion account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Insightly contacts based on Motion task completion?
Yes, you can! Latenode enables this with a visual editor, triggering updates upon task completion in Motion, ensuring Insightly contact info stays current and saves you manual data entry.
What types of tasks can I perform by integrating Motion with Insightly?
Integrating Motion with Insightly allows you to perform various tasks, including:
- Create new Insightly leads from completed Motion tasks.
- Update Insightly opportunity stages based on Motion project status.
- Sync Motion task deadlines with Insightly event dates.
- Generate Motion tasks from new Insightly contact creation.
- Send custom notifications via Latenode on task updates.
HowdoesLatenodeenhancetheMotionandInsightlyintegrationcapabilities?
Latenode adds AI, JavaScript, and no-code logic, creating automations beyond basic triggers. This expands integration possibilities and scales automation impact.
Are there any limitations to the Motion and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time data sync depends on the API rate limits of Motion and Insightly.
- Initial setup might require some familiarity with both Motion and Insightly APIs.
