Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to Insightly 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 the Export to Insightly Bot
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the Insightly record of your choice.
Export Custom Values to Export to Insightly Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
Try pre-built workflows to experience the Export to Insightly Bot in action
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Refund/Return Request
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Website feedback survey
The Website feedback survey Flow is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Other Bots often used with the Export to Insightly Bot
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.
