Update Insightly Records
Keep your information up-to-date and accurate with no manual data entry or coding. Use the Update Insightly Records 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 Templates
- Used in 32 Workspaces
- Installed 340 times in the last 30 days
- 95% success rate
Get your automated workflows up and running in minutes with the Update Insightly Records. No coding required.
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.
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.
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.
Try pre-built workflows to experience the Update Insightly Records in action
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.