Step 1
- Navigate to Wiser Notify > Insightly integration.
- Click on the Connect button inside the Insightly box.
![](https://support.wisernotify.com/content/images/2021/06/1-323.png)
Step 2
1. Enter Name of connection.
Login with Insightly,
2. Navigate to User Settings.
![](https://support.wisernotify.com/content/images/2021/06/2-270.png)
3. Copy API Key.
![](https://support.wisernotify.com/content/images/2021/06/3-248.png)
4. Paste into API Key field in WiserNotify Insightly popup.
5. Click on the Create button.
6. Click on the copy button.
![](https://support.wisernotify.com/content/images/2021/06/4-214.png)
Step 2
Login with Insightly.
1. Click on System Settings.
![](https://support.wisernotify.com/content/images/2021/06/5-168.png)
2. Click on Workflow Automation.
3. Click on the New Workflow Process button.
![](https://support.wisernotify.com/content/images/2021/06/6-126.png)
4. Enter Process Name.
5. Select Record Type Lead.
6. Select Once, when the record is created.
7. Click on the Save button.
![](https://support.wisernotify.com/content/images/2021/06/7-92.png)
8. Click on the Add Criteria button.
![](https://support.wisernotify.com/content/images/2021/06/8-78.png)
9. Enter Criteria name.
10. Click on the Save Criteria button.
![](https://support.wisernotify.com/content/images/2021/06/9-66.png)
11. Click on Actions and Select Add New Webhook option.
![](https://support.wisernotify.com/content/images/2021/06/10-48.png)
12. Enter Webhook name.
13. Paste copied webhook URL.
14. Active webhook.
15. Click on the Save Webhook button.
![](https://support.wisernotify.com/content/images/2021/06/11-34.png)
Contact created webhook
1. Enter Process Name.
2. Select Record Type Contact.
3. Select Once when the record is created.
4. Click on the Save button.
then follow step 8 to 14
![](https://support.wisernotify.com/content/images/2021/06/12-22.png)
Once you add the correct details, We will fetch the last 30 data from that API Key that will help us to get real-time subscriber data from Insightly to WiserNotify.
Please test by adding new data & visit the WiserNotify- Dashboard Data page. Here, You can see all the captured/ received data with its source name.
For more queries, reach us at [email protected] or chat with the support team if it is not working. We will help you through the integration process.