We are looking to connect our job management system (AroFlo) with our CRM platform (Insightly). Looking at syncing data one way - AroFlo to Insightly. main fields include -
Clients (Companies) / Contacts (individuals) all contact Details - Match to existing or create as required.
Tasks from AroFlo to Oppurtunities in Insightly - Create new in insightly - update as required - including changes to status in Aroflo matching to Insightly, $ values changes and probability, close dates.
Approx 30 Fields to sync.
Looking for someone to work with on a long terms basis with further adjustments/expansion down the track
API Docs are below....
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