Integrate Insightly with TrainerCentral
Send information between Insightly and TrainerCentral automatically, without writing any code, using Zoho Flow.
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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 Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
Live workshop - Session purchased
Triggers when a learner purchases a session for a live workshop
Learner renewal pending
Triggers when a learner's payment is pending for a renewal
Live workshop created
Triggers when a live workshop is created in the academy
Learner cancels purchase
Triggers when a learner cancels their purchase
Session reminder activated
Triggers when a session's email reminder is activated.
Assignment submitted
Triggers when a learner submits a course assignment
Live workshop - Learner registered
Triggers when a learner has registered for a live workshop
Course completed
Triggers when a course is completed by an existing learner in the academy
Ticket purchased
Triggers when a learner has paid for any course ticket in the academy
Live workshop - Learner joined
Triggers when a learner has joined an existing live workshop
Test submitted
Triggers when a learner submits a test
Lesson completed by user
Triggers when a user has completed a lesson
Live Workshop - Session Completed
Triggers when a learner completes a session for a live workshop
Learner signed up for academy
Triggers when a new learner has signed up for the academy
Course enrolled
Triggers when a learner enrolls for a course
Form submitted
Triggers when a learner submits entry in the selected form
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
Invite learner to a live workshop
Sends an email inviting a learner to register for a live workshop session
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
Sign up user for school
Signs up the specified user for school
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.
Similar apps
What is TrainerCentral?
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.
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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.
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
