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
RMM alert created
Triggers when a new RMM alert is created
Lead added
Triggers when a new lead is added
Item added
Triggers when a new item is added
Payment created
Triggers when a new payment is created
Invoice added
Triggers when a new invoice is added
Purchase order created
Triggers when a new purchase order is created
Product added
Triggers when a new product is added
Appointment added
Triggers when a new appointment is added
Vendor added
Triggers when a new vendor is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Contact added
Triggers when a new contact is added
Contract added
Triggers when a new contract is added
Asset created
Triggers when a new asset 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
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create vendor
Creates a vendor
Create customer
Creates a new customer
Create ticket
Creates a ticket
Create appointment
Creates a new appointment
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create contract
Creates a new contract
Create lead
Creates a new lead
Create product
Creates a new product
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
Create Opportunity
Creates a new opportunity
What is Syncro?
Similar apps
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
