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Create a New Scenario to Connect OpenAI GPT Assistants 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 OpenAI GPT Assistants, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenAI GPT Assistants or Insightly will be your first step. To do this, click "Choose an app," find OpenAI GPT Assistants or Insightly, and select the appropriate trigger to start the scenario.
Add the OpenAI GPT Assistants Node
Select the OpenAI GPT Assistants node from the app selection panel on the right.
OpenAI GPT Assistants
Configure the OpenAI GPT Assistants
Click on the OpenAI GPT Assistants node to configure it. You can modify the OpenAI GPT Assistants URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Insightly Node
Next, click the plus (+) icon on the OpenAI GPT Assistants node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
OpenAI GPT Assistants
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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 OpenAI GPT Assistants 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 OpenAI GPT Assistants 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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OpenAI GPT Assistants
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenAI GPT Assistants, 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 OpenAI GPT Assistants and Insightly integration works as expected. Depending on your setup, data should flow between OpenAI GPT Assistants and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + OpenAI GPT Assistants + Slack: When a field on an Insightly record is updated, the data is sent to OpenAI GPT Assistants to summarize call notes. The summary is then posted to a relevant Slack channel.
Insightly + OpenAI GPT Assistants + Google Sheets: When a new record is created in Insightly, customer sentiment is analyzed using OpenAI GPT Assistants. The resulting sentiment score is then logged into a Google Sheet for tracking and analysis.
About OpenAI GPT Assistants
Use OpenAI GPT Assistants within Latenode to automate complex tasks like customer support or content creation. Configure Assistants with prompts and integrate them into broader workflows. Chain them with file parsing, webhooks, or database updates for scalable, automated solutions. Benefit from Latenode's no-code flexibility and affordable execution-based pricing.
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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 OpenAI GPT Assistants account to Insightly using Latenode?
To connect your OpenAI GPT Assistants account to Insightly on Latenode, follow these steps:
Can I automatically summarize new Insightly leads using OpenAI GPT Assistants?
Yes, you can! Latenode allows you to trigger OpenAI GPT Assistants whenever a new lead is created in Insightly, automatically generating summaries. This saves time and improves lead qualification.
What types of tasks can I perform by integrating OpenAI GPT Assistants with Insightly?
Integrating OpenAI GPT Assistants with Insightly allows you to perform various tasks, including:
How do I handle OpenAI GPT Assistants' rate limits within Latenode?
Latenode provides built-in tools to manage API rate limits, including queueing and error handling, ensuring reliable OpenAI GPT Assistants integration.
Are there any limitations to the OpenAI GPT Assistants and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: