Update Insightly Records
Maintain your information current and precise without the need for manual data input or programming. Utilize the Update Insightly Records Bot to automatically implement modifications to the records in your Insightly account according to the details incorporated into a document.
Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update Insightly Records 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 the Update Insightly Records
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.
Export Custom Values to Update Insightly Records
Get your automated workflows up and running in minutes. No coding required.
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 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
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Leave of Absence Request
The Leave of Absence Form Flow is used by the staff of educational institutions to automate the process of collecting forms and approve leave for students as soon as possible.
Learn more
Other Bots often used with the Update Insightly Records
Eliminate repetitious activities with no code
Implement Update Insightly Records 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.
