Integrate Insightly with Cin7 Core Inventory
Send information between Insightly and Cin7 Core Inventory automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Cin7 Core Inventory using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
Partial sale payment received
Triggers when partial payment for a sale is received
Received purchase stock authorised
Triggers when a purchase stock received is authorised
Purchase credit note authorised
Triggers when credit note for a purchase is authorised
Sale voided
Triggers when a sale is voided
Sales order authorised
Triggers when a sales order is authorised
Customer created or updated
Triggers when a customer is created or updated
Sales invoice authorised
Triggers when a sales invoice is authorised
Sale quote authorised
Triggers when a quote for a sale is authorised
Purchase order authorised
Triggers when a purchase order is authorised
Purchase invoice authorised
Triggers when a purchase invoice is authorised
Sale payment received
Triggers when the full payment for a sale is received
Sale back ordered
Triggers when a sale is back ordered
Sale undone
Triggers when a sale is undone
Sale shipment authorised
Triggers when shipment of a sale is authorised
Sale pick authorised
Triggers when picking of a sale is authorized
Sale shipment tracking number updated
Triggers when the shipment tracking number of a sale is updated
Supplier updated
Triggers when any detail of a supplier is updated
Sale credit note authorised
Triggers when a credit note of a sale is authorised
Sale pack authorised
Triggers when packing of a sale is authorised
Stock level updated
Triggers when the level of a stock is updated
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Add contact to customer
Adds a new contact to an existing customer
Create sale
Creates a new sale
Create stock adjustment
Creates a new stock adjustment
Create customer
Creates a new customer
Add address to customer
Adds a new address to an existing customer
Create supplier
Creates a new supplier
Create product
Creates a new product
Update supplier
Updates the details of a supplier
Update customer
Updates the details of an existing customer
Update product
Updates the details of an existing product
Update customer address
Updates the details of an existing customer address
Update customer contact
Updates the details of an existing customer contact
Fetch production by search term
Fetches the details of an existing production by product code, product name, or production order number.
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch purchase by search term
Fetches the details of an existing purchase by order number, invoice number, or credit note number
Fetch customer by name
Fetches the details of an existing customer by name
Fetch opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch sale shipment
Fetches the details of an existing sale shipment by order number, invoice number, or credit note number.
Fetch sale by search term
Fetches the details of a sale by order number, invoice number, or credit note number
Fetch product by SKU or name
Fetches the details of an existing product by its SKU or name or both
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 Cin7 Core Inventory?
Cin7 Core Inventory is inventory management software that helps you manage your inventory, purchases, sales, suppliers, and customers in one easy-to-use system.
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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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