Integrate Insightly with Syncro
Send information between Insightly and Syncro automatically, without writing any code, using Zoho Flow.
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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 Insightly and Syncro using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
All Actions - Actions are the automated tasks
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
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
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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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