Integrate Insightly with Wild Apricot

Send information between Insightly and Wild Apricot automatically, without writing any code, using Zoho Flow.

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Add a new contact in Wild Apricot whenever a new contact is added in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Wild Apricot each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Wild Apricot.
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Add a new contact in Wild Apricot whenever a new contact is added in Insightly

Insightly + Wild Apricot

Build your own integrations between Insightly and Wild Apricot

Connect Insightly and Wild Apricot with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Wild Apricot using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Event created or updated

Triggers when an event is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Payment created or updated

Triggers when a payment is created or updated

Contact created or updated

Triggers when a contact is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Fetch event registration

Fetches the details of an existing event registration

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch event

Fetches the details of an existing event

Fetch contact

Fetches the details of an existing contact

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

What is Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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