Export to Insightly Bot
Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to your Insightly records with the Export to Insightly Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data to the selected Insightly record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Insightly record of your choice.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 127 Templates
- Used in 64 Workspaces
- Installed 398 times in the last 30 days
- 97% success rate
Get your automated workflows up and running in minutes with the Export to Insightly Bot. No coding required.
Map fields in a document with data in your system of record
Configure Bot settings
First, connect to your Insightly account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant Insightly records.
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 document fields and tell the Bot to export the data when these fields have been filled out.
Get your data exported 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 data will be transferred to the selected Insightly table or entity.
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