Connect Insightly CRM and Wild Apricot integrations
Connect Insightly CRM and Wild Apricot with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM and Wild Apricot to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new object of a selected type is created.
Mark event attendee as checked-in, or remove check-in flag.
Clone existing event.
This module creates new contact record in your Wild Apricot account.
Create new event in your organization account.
Create new event registration (register existing contact)
Create event registration type.
Create new invoice
Delete existing contact in your Wild Apricot account.
Delete event and all related objects: reg types, registrations.
Delete event registration.
Delete event registration type.
Returns your account information and some of account settings. This module does not modify data.
Get audit log item details. Provides more information when 'new audit log items' trigger.
Retrieve information about specific member or contact.
Retrieve event details.
Retrieve information about specific event registration.
Retrieve invoice details, including order lines.
Performs an arbitrary authorized API call.
Update existing contact record in your Wild Apricot account.
Update existing event.
Update existing event registration.
Update event registration type.
Get list of all attendees for specific event.
Retrieve registration types for specific event.
Get events list
Get list of invoices by criteria.
Retrieve information about payment allocations - special objects that connect payments and invoices
Get list of payments by criteria.
Retrieve contacts list.
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Create custom Insightly CRM and Wild Apricot workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Mark event attendee as checked-in, or remove check-in flag.
Clone existing event.
Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.
WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.
This module creates new contact record in your Wild Apricot account.
Create new event in your organization account.
Create new event registration (register existing contact)
Create event registration type.
Create new invoice
Popular Insightly CRM and Wild Apricot workflows.
Looking to get more out of Insightly CRM and Wild Apricot? With Make you can visually integrate Insightly CRM and Wild Apricot into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
TRY IT ->Create new users in Award Force from new contacts in Wild Apricot
Every time a new contact is created in Wild Apricot, Make will automatically create a new user in Award Force.
TRY IT ->Create (or update) a CloudTalk contact from a new Insightly CRM contact
Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).
TRY IT ->Send emails to WIld Apricot customers obtained via Airtable
When a new form is submitted in Airtable, Make will check whether the submitter's e-mail address already exists in Wild Apricot account. If it does, the contact is updated and an e-mail to the customer is sent. If the e-mail doesn't exist yet, a new contact is created and an e-mail for new customers is sent to their e-mail.
TRY IT ->Send new donation from Wild Apricot to Facebook Conversions API as new event
When a new donation is made in Wild Apricot, the event is created in Facebook Conversions API. Since it is not triggered instantly, the scenario is scheduled. Therefore all retrieved records are sent in array at once.
TRY IT ->Import Wild Apricot registrations to an event
This template creates registrations in a Wild Apricot event based on the information in Google sheet
TRY IT ->
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