This article demonstrates how to establish a connection between Insightly and Quickwork Journey Builder.
What you'll need:
Skill level: Easy
Time required: 3 minutes
- Insightly account
To connect your Insightly account with Quickwork Journey Builder, follow these steps:
- Go to Quickwork Journey Builder, click on the Simple Action button under the Steps section, and choose the Insightly app from the Apps list. There are no triggers for this app.
- Choose an action of your choice.
- Click on the Link an account button to establish a new connection.
- The Connect to Insightly window will pop up containing the API key field:
- To get the API key, log in to your Insightly account. Click on your profile icon in the top right corner. Click on User Settings. Scroll down to the end of the page, your API key will be displayed under the API header. Copy it:
- Paste the credentials on the Connect to Insightly window:
- Now, click the Link account button. Your Insightly account will get connected successfully.