Integrate Syncro with Insightful

Send information between Syncro and Insightful automatically, without writing any code, using Zoho Flow.

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Create a task in Insightful each time a new order is made 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 Insightful 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 Insightful.
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Create a task in Insightful each time a new order is made in Syncro

Syncro + Insightful

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Supported triggers and actions

Integrate Syncro and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead added

Triggers when a new lead is added

Payment created

Triggers when a new payment is created

Asset created

Triggers when a new asset is created

Invoice added

Triggers when a new invoice is added

Appointment added

Triggers when a new appointment is added

Product added

Triggers when a new product is added

Item added

Triggers when a new item is added

Vendor added

Triggers when a new vendor is added

Ticket added

Triggers when a new ticket is added

Purchase order created

Triggers when a new purchase order is created

Customer added

Triggers when a new customer is added

RMM alert created

Triggers when a new RMM alert is created

Contract added

Triggers when a new contract is added

Contact added

Triggers when a new contact is added

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create lead

Creates a new lead

Create vendor

Creates a vendor

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create payment

Creates a new payment

Create product

Creates a new product

Create employee

Creates a new employee

Create team

Creates a new team

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Deactivate employee

Deactivates an existing employee

Fetch team

Fetches the details of an existing team using ID

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

What is Syncro?

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

Server Monitoring

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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.

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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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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