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How to connect Qwilr and Insightly
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Insightly will be your first step. To do this, click "Choose an app," find Qwilr or Insightly, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and Insightly integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and Insightly
Qwilr + Insightly + Slack: When a Qwilr proposal is accepted, update the corresponding opportunity in Insightly and notify the sales team in a dedicated Slack channel about the acceptance.
Qwilr + Insightly + Google Sheets: Track when a Qwilr proposal is first viewed. Update a dedicated Insightly opportunity field and log the view event data in Google Sheets for reporting and analysis.
Qwilr and Insightly integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and Insightly
How can I connect my Qwilr account to Insightly using Latenode?
To connect your Qwilr account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Insightly contacts from new Qwilr acceptances?
Yes, you can! Latenode's visual builder makes it easy to trigger contact creation. Benefit: eliminate manual data entry and ensure your Insightly CRM stays updated in real-time.
What types of tasks can I perform by integrating Qwilr with Insightly?
Integrating Qwilr with Insightly allows you to perform various tasks, including:
- Automatically create new Insightly opportunities when a Qwilr quote is accepted.
- Update Insightly opportunity stages based on Qwilr quote status changes.
- Send personalized follow-up emails via Insightly when a Qwilr quote is viewed.
- Create tasks in Insightly for sales reps based on Qwilr quote expiration dates.
- Sync contact information between Qwilr clients and Insightly contacts.
HowcanIuseJavaScripttoenhanceQwilr+Insightlyworkflows?
Use Latenode's JavaScript blocks for custom logic! Transform data, handle complex conditions, or interact with third-party APIs—all within your workflow.
Are there any limitations to the Qwilr 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 synchronization depends on the API rate limits of both Qwilr and Insightly.
- Custom field mappings beyond standard fields may need custom configuration.
