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

[esc]

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
  1. The flow triggers when a new purchase order is created in Syncro.
  2. Zoho Flow creates a new task in Insightly.
+

Create a new task in Insightly when a new order is created in Syncro

Syncro + Insightly

Build your own integrations between Syncro and Insightly

Connect Syncro and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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.

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 >

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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY