Integrate Order Desk with Insightly
Send information between Order Desk and Insightly 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 Order Desk
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a order is created in Order Desk
Order Desk + Insightly
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Supported triggers and actions
Integrate Order Desk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
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
All Actions - Actions are the automated tasks
Add shipment
Adds a shipment to an order at Order Desk
Create order
Creates a new order
Change folder
Moves the specified order to a different folder
Update order
Updates the details of an existing order using order ID
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
What is Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
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.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
