Kourtney Stuthard

1. AppConnect
2. Building AppConnect Recipes

Triggers Trigger behavior Trigger mechanisms Trigger dispatches Since/From Trigger conditions Triggers Triggers determine what event to look for in order to execute the action...

• Edited May 03, 2021 23:18
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1. AppConnect
2. AppConnect Data Types and Formulas

Formulas Users can use formulas to transform data using AppConnect. Formulas allow users to easily work with and format data. Formulas in AppConnect are whitelisted Ruby methods. Not a...

• Edited May 03, 2021 23:05
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1. AppConnect
2. AppConnect

Insightly’s AppConnect is an enterprise-grade workflow automation platform and provides the ease of use expected from consumer apps, enabling businesses and IT professionals to quickly build workfl...

• Edited May 03, 2021 16:46
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1. AppConnect
2. Troubleshooting Recipes

  400 Bad request error 401 Unauthorized error 403 Forbidden error 404 Not found 422 Unprocessable entity On-premise Agent - No profile found NetSuite - 500 internal server error Job debug tracing...

• Edited May 03, 2021 16:46
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1. Insightly Marketing
2. Journeys

This Journey Step creates a task in Insightly CRM, assigns it to a CRM user, and links it to the Lead or the Contact associated with the Prospect from the Journey action. All Prospects in the recip...

• Edited April 09, 2021 22:51
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1. Administration, Permissions, & Billing
2. Customizing Your Account

Insightly admins can alter Opportunity Line Items (aka Opportunity Products) and Quote Line Items (aka Quote Products) fields and the order they appear by using Page Layouts. How it works How t...

• Edited April 09, 2021 22:41
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1. Sales and Project Management
2. Products, Price Books, and Quotes

A Quote sync gives you the ability to synchronize updates between an Opportunity to a linked Quote. An Opportunity can have multiple Quotes, but it can only sync with one Quote record. How does it ...

• Edited April 09, 2021 22:40
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1. Insightly Marketing
2. Journeys

Journeys are used for nurturing your prospective customers. With them, you can monitor customer interactions and streamline your marketing process. The Journey Builder is a tool for structuring an ...

• Edited April 09, 2021 22:34
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web or mobile ad, a social post, or any other hyperlink on the web. Landing pages are typica...

• Edited March 15, 2021 17:57
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards A dashboard displays a quick overview of your most critical information. Dashboards allow you to present your data, gain a new perspective ...

• Edited March 15, 2021 17:55
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• 12 votes