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Best answer

Insightly trigger - wrong test records

  • March 26, 2025
  • 3 replies
  • 31 views
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.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34081 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 | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9751 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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