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Create a New Scenario to Connect RD Station and Insightly
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Insightly will be your first step. To do this, click "Choose an app," find RD Station or Insightly, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station 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 RD Station node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
RD Station
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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 RD Station 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 RD Station 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
β
RD Station
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, Insightly, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the RD Station and Insightly integration works as expected. Depending on your setup, data should flow between RD Station and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Insightly + Slack: When a new lead conversion occurs in RD Station, a new contact is created in Insightly, and a welcome message is sent to a designated Slack channel.
Insightly + RD Station + Google Sheets: When an opportunity is updated in Insightly, the event is logged in RD Station as a conversion event, and the update is tracked in a Google Sheet.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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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 RD Station account to Insightly using Latenode?
To connect your RD Station account to Insightly on Latenode, follow these steps:
Can I sync new RD Station leads to Insightly?
Yes, you can! Latenode lets you instantly sync leads, enriching data with AI. This keeps your Insightly CRM updated, ensuring sales acts on the hottest leads.
What types of tasks can I perform by integrating RD Station with Insightly?
Integrating RD Station with Insightly allows you to perform various tasks, including:
What RD Station data can I access in Latenode workflows?
Latenode gives you access to all RD Station lead and conversion data, powering automations based on form submissions, email interactions, and more.
Are there any limitations to the RD Station and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: