Integrate Syncro with Insightly
Send information between Syncro and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly when a new order is created 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 Insightly 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 Insightly.
Create a new task in Insightly when a new order is created in Syncro
Syncro + Insightly
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Supported triggers and actions
Integrate Syncro and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Asset created
Triggers when a new asset is created
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Invoice added
Triggers when a new invoice is added
Item added
Triggers when a new item is added
RMM alert created
Triggers when a new RMM alert is created
Vendor added
Triggers when a new vendor is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Payment created
Triggers when a new payment is created
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Appointment added
Triggers when a new appointment is added
Lead added
Triggers when a new lead is added
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create payment
Creates a new payment
Create contract
Creates a new contract
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create ticket
Creates a ticket
Create vendor
Creates a vendor
Create lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Syncro?
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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
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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
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Technical Engineer, Master Liveaboards
