Create Insightly Records Bot
Streamline your business processes with the Create Insightly Records Bot. Use the Bot to automatically create records based on data added to a document. No need for coding or manual data entry.Try automation, it’s free!
What the Bot does
The Bot creates a Insightly record by transferring data from a document to the corresponding fields in a record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically create a new contact, product, or order in Insightly based on the collected information from your contact form, order form, refund form, and others.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 119 Templates
- Used in 63 Workspaces
- Installed 490 times in the last 30 days
- 95% success rate
Get your automated workflows up and running in minutes with the Create Insightly Records Bot. No coding required.
Map fields in a document to the fields of your system record’s entity
Configure Bot settings
First, connect to your Insightly account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get a new record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new Insightly record.
Try pre-built workflows to experience the Create Insightly Records Bot in action
Item Purchase Request
Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Install the Create Insightly Records Bot to automate your document workflows
Other Bots often used with the Create Insightly Records Bot
Export to Insightly Bot Pre-fill Slate from Insightly Records Bot Update Insightly Records Remind Recipients to Complete Documents Bot Reassign Step Bot Send Document via SMS Bot
Eliminate repetitious tasks with no write code
Utilize Create Insightly Records Bot
Begin a new Flow and transfer samples or create documents right in the system to initialize the Bots option. Choose a needed Bot from the list.
Open the Bot setup menu. Complete all of the required fields to define general and advanced options. Consider determining activation conditions in order to avoid false activations (you can include a few conditions).
Figure out the way it works
Implement the workflow and check the results. Ensure that the software robots work properly. If something goes wrong, look into the Bots log to correct the mistakes and run your Flow once again.