Integrate Insightly with Wild Apricot
Send information between Insightly and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Wild Apricot whenever a new contact is added in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Wild Apricot each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Wild Apricot.
Add a new contact in Wild Apricot whenever a new contact is added in Insightly
Insightly + Wild Apricot
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Supported triggers and actions
Integrate Insightly and Wild Apricot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact 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
Event registration created or updated
Triggers when an event registration is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
Contact created or updated
Triggers when a contact is created or updated
Event created or updated
Triggers when an event is created or updated
Payment created or updated
Triggers when a payment is created or updated
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
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Fetch event registration
Fetches the details of an existing event registration
Create contact
Creates a new contact
Create event registration
Creates a new event registration for an existing contact
Create event
Creates a new event
Create invoice
Creates a new invoice
Update event
Updates the details of an existing event
Update event registration
Updates the details of an existing event registration
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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
