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Best answer

Insightly trigger - wrong test records

J

Hello,

I am creating a new Zap using Insightly and it keeps bringing up the same 3 records for testing, none of which will work for my testing. 

 

---Setup---

App: Insightly

Trigger Event: New Record

---Configure---

Insightly Object: Lead

---Test---

*Search box finds nothing. 

*Find new records returns the same 3 records; they are not suitable for testing. 

 

How can I get Zapier to populate different test records? I have the record and lead ID’s for the records I would like to use, but I don’t see a way to get Zapier to acknowledge them. 

 

Best answer by Troy Tessalone

Hi ​@James CRK 

You can modify Zap trigger record data to help you configure and test: https://help.zapier.com/hc/en-us/articles/33561391372429-Modify-test-records-in-Zaps

 

The Insightly Zap triggers are instant via webhooks.

In Insightly, try creating a new record that meets the Zap trigger conditions.

Then try pulling thru new records in the Zap trigger TEST tab to use to configure your Zap action steps.

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3 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31340 replies
  • Answer
  • March 26, 2025

Hi ​@James CRK 

You can modify Zap trigger record data to help you configure and test: https://help.zapier.com/hc/en-us/articles/33561391372429-Modify-test-records-in-Zaps

 

The Insightly Zap triggers are instant via webhooks.

In Insightly, try creating a new record that meets the Zap trigger conditions.

Then try pulling thru new records in the Zap trigger TEST tab to use to configure your Zap action steps.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
J
2 people like this
  • SamB
    SamB
  • J
    James CRK
J
  • James CRK
  • Author
  • New
  • 1 reply
  • March 26, 2025

Ah I see now that the test data is not live data. Thanks for that link, I would have never seen that edit button otherwise. 

SamB
1 person likes this
  • SamB
    SamB
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • 7733 replies
  • March 27, 2025

Glad to see Troy was about to help point you in the right direction here, ​@James CRK. Nice work, ​@Troy Tessalone! 🙌  

Do reach back out if you need a hand with anything else. In the meantime, happy Zapping! 😁⚡

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