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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
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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.
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View the Bots log or use tags to check if the Bot ran successfully
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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Install the Export to Insightly Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Automate repetitious tasks without a single line of write code

Utilize Export to Insightly Bot

Begin a new Flow and import forms or create templates right in the system to initialize the Bots option. Find and choose an appropriate Bot from the list.

Set it up

Open the Bot adjustment menu. Fill out all the required fields to define general and advanced options. Don’t forget about indicating activation circumstances to prevent false activations (you can include several circumstances).

Investigate how it operates

Implement the workflow and discover the results. Ensure that the software robots are operating properly. If something doesn’t work, check the Bots log to correct the errors and execute your Flow again.
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