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

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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
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new task in Insightly.
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Create a new task in Insightly when a order is created in Omnisend

Omnisend + Insightly

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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
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact or updates an existing contact. This action creates or updates based on email. in Omnisend.
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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 1000+ 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.

What is Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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.

Learn more >

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 >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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