Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Create Insightly Records 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 the Create Insightly Records Bot
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.
Export Custom Values to Create Insightly Records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Other Bots often used with the Create Insightly Records 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.
Configure it
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.
