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Update Insightly Record Bot

Keep your information up-to-date and accurate with no manual data entry or coding. Use the Update Insightly Record Bot to automatically apply changes to the records in your Insightly account based on the information added to a document.
Try automation, it’s free!
What the Bot does
The Bot populates fields of your Insightly records with data from the specified document fields based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot when you need to automatically update customer information, contact info, or product descriptions in your system of record based on the information from the contact form, sales order, refund form, etc.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 125 Flows
  • Used in 32 Workspaces
  • Installed 340 times in the last 30 days
  • 95% success rate

4.8  out of 5

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Get your automated workflows up and running in minutes with the Update Insightly Record Bot. No coding required.

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Map entity fields to document fields
Configure Bot settings
First, connect to your Insightly account. Once connected, select the entity along with the record that needs to be updated. Add search conditions to find the starting record. Then, specify what information from the document will be used to update this record.
Note: To install and configure Bots, start by creating a workflow.
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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 fields in the order form and tell the Bot to export data to the record 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 record updated 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 record of your choice will be updated with data added to the document.
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Install the Update Insightly Record Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Eliminate repetitious activities with no code

Implement Update Insightly Record Bot

Start a new Flow and transfer forms or create templates right on the platform to enable the Bots option. Find a wanted Bot from the list.

Configure it

Open up the Bot setup. Fill out all of the required fields to modify general and advanced options. Consider determining activation conditions to avoid false activations (you can include several conditions).

Investigate how it works

Implement the workflow and check the outcomes. Ensure that the software robots work appropriately. If something fails, check the Bots log to fix the mistakes and run your Flow once more.