Integrate Zoho Inventory with Insightly
Send information between Zoho Inventory and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Insightly.
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
Invoice created
Triggers when a new invoice is created
Purchase receive created
Triggers when a new purchase receive is created
Bill updated
Triggers when the details of an existing bill are updated
Category created
Triggers when a new category is created
Customer payment received
Triggers when a new payment is made by a customer
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Customer payment updated
Triggers when a payment made by a customer is updated
Item group created
Triggers when a new item group is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Vendor created
Triggers when a new vendor is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Vendor payment received
Triggers when a vendor payment is made
Item updated
Triggers when the details of an existing item are updated
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Package created
Triggers when a new package is created
Sales order created
Triggers when a new sales order is created
Task created
Triggers when a new task is created
Customer created
Triggers when a new customer is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Credit note created
Triggers when a new credit note is created
Shipment created
Triggers when a new shipment is created
Sales return made
Triggers when a new sales return is made
Bill created
Triggers when a new bill is created
Customer updated
Triggers when the details of an existing customer are updated
Purchase order created
Triggers when a new purchase order is created
Transfer order created
Triggers when a new transfer order is created
Bundle created
Triggers when a new bundle is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Item created
Triggers when a new item is created
Retainer invoice created
Triggers when a new retainer invoice is created
Custom module entry created
Triggers when a new custom module entry is created
Package updated
Triggers when the details of an existing package are updated
Shipment updated
Triggers when the details of an existing shipment are updated
Credit note updated
Triggers when the details of an existing credit note are updated
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
Mark shipment as delivered
Marks the specified shipment as delivered
Create sales return
Creates a new sales return
Create custom module entry
Creates a new custom module entry
Create retainer invoice
Creates a new retainer invoice
Create sales return receive
Creates a new sales return receive
Add comment
Adds a new comment to an existing module
Add address
Adds a new address
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create customer
Creates a new customer
Create transfer order
Creates a new transfer order
Create bundle
Creates a new bundle
Create shipment order
Creates a new shipment order
Create category
Creates a new category
Create contact person
Creates a new contact person
Create purchase order
Creates a new purchase order
Send purchase order
Sends a purchase order to the specified email addresses
Record customer payment
Records the details of a customer payment
Create package
Creates a new package
Create item
Creates a new item
Record vendor payment
Records the details of a vendor payment
Create inventory adjustment
Creates a new inventory adjustment
Create credit note
Creates a new credit note
Create purchase receive
Creates a new purchase receive
Create bill
Creates a new bill
Create warehouse
Creates a new warehouse
Update custom module entry
Updates the details of a existing custom module entry
Update contact person
Updates the details of an existing contact person
Send invoice
Sends an invoice to the specified email addresses
Update address
Updates the details of an existing address
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 sales order
Updates the details of an existing sales order
Send sales order
Sends a sales order to the specified email addresses
Update item
Updates the details of an existing item
Update item status
Updates the status of an existing item
Update vendor
Updates the details of an existing vendor
Update sales order status
Updates the status of an existing sales order
Update invoice status
Updates the status of an existing invoice
Update warehouse
Updates the details of an existing warehouse
Send credit note
Sends a credit note to the specified email addresses
Update purchase order status
Updates the status of an existing purchase order
Mark transfer order as received
Marks the specified transfer order as received
Update retainer invoice
Updates the details of an existing retainer invoice
Update purchase order
Updates the details of an existing purchase order
Update credit note status
Updates the status of an existing credit note
Update category
Updates the details of an existing category
Update bill
Updates the details of an existing bill
Update customer
Updates the details of an existing customer
Fetch task
Fetches the details of an existing task
Fetch sales order
Fetches the details of an existing sales order
Fetch transfer order
Fetches the details of an existing transfer order
Fetch sales return
Fetches the details of an existing sales return
Fetch vendor
Fetches the details of an existing vendor
Fetch contact person
Fetches the details of an existing contact person
Fetch customer
Fetches the details of an existing customer
Fetch package
Fetches the details of an existing package
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch warehouse
Fetches the details of an existing warehouse
Fetch invoice
Fetches the details of an existing invoice
Fetch user
Fetches the details of an existing user
Fetch credit note
Fetches the details of an existing credit note
Fetch bill
Fetches the details of an existing bill
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch shipment
Fetches the details of an existing shipment
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch item group
Fetches the details of an existing item group
Fetch item
Fetches the details of an existing item
Fetch purchase order
Fetches the details of an existing purchase 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 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.
Similar apps
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.
Similar apps
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