Integrate Syncro with Insightful
Send information between Syncro and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightful each time a new order is made in Syncro
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in Syncro.
How it works
- The flow triggers when a new purchase order is created in Syncro.
- Zoho Flow creates a new task in Insightful.
Create a task in Insightful each time a new order is made in Syncro
Syncro + Insightful
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Supported triggers and actions
Integrate Syncro and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Ticket added
Triggers when a new ticket is added
RMM alert created
Triggers when a new RMM alert is created
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
Product added
Triggers when a new product is added
Contract added
Triggers when a new contract is added
Lead added
Triggers when a new lead is added
Asset created
Triggers when a new asset is created
Appointment added
Triggers when a new appointment is added
Customer added
Triggers when a new customer is added
Contact added
Triggers when a new contact is added
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create appointment
Creates a new appointment
Create product
Creates a new product
Create payment
Creates a new payment
Create contact
Creates a new contact
Create vendor
Creates a vendor
Create lead
Creates a new lead
Create ticket
Creates a ticket
Create contract
Creates a new contract
Create customer
Creates a new customer
Create team
Creates a new team
Create employee
Creates a new employee
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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