Integrate Sympla with Insightly

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

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Create a task in Insightly each time a new order is made in Sympla

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightly when a order is created in Sympla.

How it works
  1. The flow triggers when a new order is created in Sympla.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly each time a new order is made in Sympla

Sympla + Insightly

Build your own integrations between Sympla and Insightly

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Supported triggers and actions

Integrate Sympla and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Participant created

Triggers when a new participant is created

Order created

Triggers when a new order is created

Event created

Triggers when a new event is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Check in using ticket number

Checks in a participant using ticket number

Check in using ticket ID

Checks in a participant using ticket ID

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

What is Sympla?

Sympla is an event management platform that enables organizers to create, organize, manage and publicize events.

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.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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