Integrate Zoho Inventory with Insightly

Send information between Zoho Inventory 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 Zoho Inventory

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Zoho Inventory.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  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 Zoho Inventory

Zoho Inventory + Insightly

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Supported triggers and actions

Integrate Zoho Inventory and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Item updated

Triggers when the details of an existing item are updated

Purchase order created

Triggers when a new purchase order is created

Shipment created

Triggers when a new shipment is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Shipment updated

Triggers when the details of an existing shipment are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Category created

Triggers when a new category is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Item group created

Triggers when a new item group is created

Vendor created

Triggers when a new vendor is created

Sales return made

Triggers when a new sales return is made

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Transfer order created

Triggers when a new transfer order is created

Bundle created

Triggers when a new bundle is created

Customer updated

Triggers when the details of an existing customer are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Invoice created

Triggers when a new invoice is created

Vendor payment received

Triggers when a vendor payment is made

Custom module entry updated

Triggers when the details of an existing module entry are updated

Bill updated

Triggers when the details of an existing bill are updated

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Item created

Triggers when a new item is created

Package created

Triggers when a new package is created

Task created

Triggers when a new task is created

Credit note created

Triggers when a new credit note is created

Sales order updated

Triggers when the details of an existing sales order are updated

Customer created

Triggers when a new customer is created

Sales order created

Triggers when a new sales order is created

Custom module entry created

Triggers when a new custom module entry is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Bill created

Triggers when a new bill is created

Purchase receive created

Triggers when a new purchase receive is created

Package updated

Triggers when the details of an existing package are updated

Customer payment received

Triggers when a new payment is made by a customer

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 sales order

Creates a new sales order

Add comment

Adds a new comment to an existing module

Create vendor

Creates a new vendor

Mark shipment as delivered

Marks the specified shipment as delivered

Add address

Adds a new address

Create bundle

Creates a new bundle

Send purchase order

Sends a purchase order to the specified email addresses

Create invoice

Creates a new invoice

Create warehouse

Creates a new warehouse

Record customer payment

Records the details of a customer payment

Create bill

Creates a new bill

Create item

Creates a new item

Create custom module entry

Creates a new custom module entry

Create customer

Creates a new customer

Create shipment order

Creates a new shipment order

Create retainer invoice

Creates a new retainer invoice

Create contact person

Creates a new contact person

Create transfer order

Creates a new transfer order

Create package

Creates a new package

Create category

Creates a new category

Create sales return

Creates a new sales return

Create inventory adjustment

Creates a new inventory adjustment

Create purchase receive

Creates a new purchase receive

Create credit note

Creates a new credit note

Record vendor payment

Records the details of a vendor payment

Create purchase order

Creates a new purchase order

Update item status

Updates the status of an existing item

Mark transfer order as received

Marks the specified transfer order as received

Update credit note status

Updates the status of an existing credit note

Update purchase order

Updates the details of an existing purchase order

Update bill

Updates the details of an existing bill

Update item

Updates the details of an existing item

Update sales order

Updates the details of an existing sales order

Update vendor

Updates the details of an existing vendor

Send invoice

Sends an invoice to the specified email addresses

Update bill status

Updates the status of an existing bill

Update invoice

Updates the details of an existing invoice

Update credit note

Updates the details of an existing credit note

Update warehouse

Updates the details of an existing warehouse

Update category

Updates the details of an existing category

Update custom module entry

Updates the details of a existing custom module entry

Update customer

Updates the details of an existing customer

Update retainer invoice

Updates the details of an existing retainer invoice

Update contact person

Updates the details of an existing contact person

Send sales order

Sends a sales order to the specified email addresses

Update address

Updates the details of an existing address

Send credit note

Sends a credit note to the specified email addresses

Update invoice status

Updates the status of an existing invoice

Update purchase order status

Updates the status of an existing purchase order

Update sales order status

Updates the status of an existing sales order

Fetch task

Fetches the details of an existing task

Fetch sales return

Fetches the details of an existing sales return

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch contact person

Fetches the details of an existing contact person

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch user

Fetches the details of an existing user

Fetch bill

Fetches the details of an existing bill

Fetch shipment

Fetches the details of an existing shipment

Fetch transfer order

Fetches the details of an existing transfer order

Fetch customer

Fetches the details of an existing customer

Fetch item group

Fetches the details of an existing item group

Fetch item

Fetches the details of an existing item

Fetch credit note

Fetches the details of an existing credit note

Fetch vendor

Fetches the details of an existing vendor

Fetch package

Fetches the details of an existing package

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch warehouse

Fetches the details of an existing warehouse

Fetch purchase order

Fetches the details of an existing purchase order

Fetch invoice

Fetches the details of an existing invoice

Fetch sales order

Fetches the details of an existing sales order

Convert sales order to invoice

Converts an existing sales order to an invoice

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 Zoho Inventory?

Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.

Inventory Management Zoho

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

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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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