Integrate Qoyod with Insightly

Send information between Qoyod and Insightly automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Insightly whenever an order is created in Qoyod

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in Qoyod.

How it works
  1. The flow triggers when a new purchase order is added in Qoyod.
  2. Zoho Flow creates a new task in Insightly.
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Initiate a new task in Insightly whenever an order is created in Qoyod

Qoyod + Insightly

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Supported triggers and actions

Integrate Qoyod and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bill added

Triggers when a new bill is added

Vendor added

Triggers when a new vendor is added

Invoice payment added

Triggers when a new invoice payment is added

Sales receipt added

Triggers when a new sales receipt is added

Account added

Triggers when a new account is added

Purchase order added

Triggers when a new purchase order is added

Invoice added

Triggers when a new invoice is added

Bill payment added

Triggers when a new bill payment is added

Customer added

Triggers when a new customer is added

Product added

Triggers when a new product is added

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

Create customer

Creates a new customer

Create bill

Creates a new bill

Create inventory adjustment

Creates a new inventory adjustment

Create bill payment

Creates a new bill payment

Create invoice

Creates a new invoice

Create product

Creates a new product

Create invoice payment

Creates a new invoice payment

Create inventory transfer

Creates a new inventory transfer

Create purchase order

Creates a new purchase order

Create vendor

Creates a new vendor

Create sales receipt

Creates a new sales receipt

Create account

Creates a new account

Fetch customer by email address

Fetches the details of an existing customer using email address

Fetch invoice by ID

Fetches the details of an existing invoice using ID

Fetch invoice by reference

Fetches the details of an existing invoice using reference number

Fetch bill payment by ID

Fetches the details of an existing bill payment using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch invoice payment by reference

Fetches the details of an invoice payment using reference number

Fetch product by ID

Fetches the details of an existing product using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch bill by reference

Fetches the details of an existing bill using reference number

Fetch sales receipt by reference

Fetches the details of an existing sales receipt using reference number

Fetch purchase order by ID

Fetches the details of an existing purchase order using ID

Fetch purchase order by reference

Fetches the details of an existing purchase order using reference number

Fetch invoice payment by ID

Fetches the details of an invoice payment using ID

Fetch bill payment by reference

Fetches the details of an existing bill payment using reference number

Fetch bill by ID

Fetches the details of an existing bill using ID

Fetch product by SKU

Fetches the details of an existing product using SKU

Fetch sales receipt by ID

Fetches the details of an existing sales receipt using ID

Fetch vendor by email address

Fetches the details of an existing vendor using email address

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 Qoyod?

Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, 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.

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.

Learn more >

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

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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