Integrate Insightly with Omnisend
Send information between Insightly and Omnisend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly when a order is created in Omnisend
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Omnisend
Omnisend + Insightly
Create a new contact in Omnisend whenever a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Omnisend 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 or updates an existing contact. This action creates or updates based on email. in Omnisend.
Create a new contact in Omnisend whenever a new contact is created in Insightly
Insightly + Omnisend
Build your own integrations between Insightly and Omnisend
Connect Insightly and Omnisend with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Omnisend 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
Order created
Triggers when a new order is created
Product added
Triggers when a new product is added
Campaign created
Triggers when a new campaign is created
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 product
Adds a new product
Create or update contact
Creates a new contact or updates an existing contact. This action creates or updates based on email.
Create order
Creates a new order
Update product
Updates the details of an existing product
Update order
Updates the details of an existing order
Fetch contact
Fetches the details of an existing contact
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 Omnisend?
Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
