Integrate Insightly with TrainerCentral

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

Build your own integrations between Insightly and TrainerCentral

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Supported triggers and actions

Integrate Insightly and TrainerCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Assignment submitted

Triggers when a learner submits a course assignment

Live workshop - learner joined

Triggers when a learner has joined an existing live workshop

Course completed

Triggers when a course is completed by an existing learner in the academy

Learner cancels purchase

Triggers when a learner cancels their purchase

Discussion post updated

Triggers when a trainer or learner updates a post in the discussion forum

Learner renewal pending

Triggers when a learner's payment is pending renewal

Live workshop - learner registered

Triggers when a learner has registered for a live workshop

Assignment submission updated

Triggers when a trainer evaluates an assignment

Ticket payment timeout

Triggers when a learner's payment is not completed within 1 hour after initiating the ticket purchase

Test submitted

Triggers when a learner submits a test

Course updated

Triggers when a trainer updates a published course’s URL or name or changes its publish status

Lesson completed by user

Triggers when a user has completed a lesson

Learner signed up for academy

Triggers when a new learner has signed up for the academy

Live workshop created

Triggers when a live workshop is created in the academy

Course enrolled

Triggers when a learner enrolls for a course

Discussion comment updated

Triggers when a trainer or learner updates a comment in the discussion forum

Ticket payment initiated

Triggers when a learner initiates a ticket payment

Ticket access expired

Triggers when a learner’s ticket access expires

Live workshop - session purchased

Triggers when a learner purchases a session for a live workshop

Live session ended

Triggers when a live session of a course or a workshop ends and analytics is generated

Session reminder activated

Triggers when a session's email reminder is activated

Test evaluated

Triggers when a trainer evaluates a test

Ticket purchased

Triggers when a learner has paid for any course ticket in the academy

Form submitted

Triggers when a learner submits entry in the selected form

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Sign up user for school

Signs up the specified user for school

Invite learner to course

Sends an email inviting a learner to join an existing course

Create live workshop

Creates a new remote session which can be used to conduct live workshops

Invite learner to a live workshop

Sends an email inviting a learner to register for a live workshop session

Fetch user

Fetches the details of an existing user by email address

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 TrainerCentral?

TrainerCentral is an all-in-one training platform that enables trainers to create, publish, sell, and administer online courses. It provides a website builder, payment system, and multiple options to create online courses.

LMS Zoho

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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