Integrate ShipStation with Insightly

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

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Create a task in Insightly each time a new order is made in ShipStation

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 ShipStation.

How it works
  1. The flow triggers when a new order is created in the selected store in ShipStation.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly each time a new order is made in ShipStation

ShipStation + Insightly

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Supported triggers and actions

Integrate ShipStation and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order shipped

Triggers when a new shipping label is created for an order in the selected store

New order

Triggers when a new order is created in the selected store

Item ordered

Triggers when an item is ordered in the selected order

Item shipped

Triggers when a new shipping label is created for an item in the selected store

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

Remove tag

Removes a tag from the specified order

Create order

Creates a new order

Mark order as shipped

Marks the specified order as shipped

Fetch order

Fetches the details of an existing order by ID, order number, or customer name

Add tag

Adds a tag to the specified order

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 ShipStation?

ShipStation is shipping software for businesses. It lets you sync details between your store and marketplace, create a branding experience, and add coupons and offers.

Shipping

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.

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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

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 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

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