Integrate Cartloom with Insightly

Send information between Cartloom 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 Cartloom

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  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 Cartloom

Cartloom + Insightly

Build your own integrations between Cartloom and Insightly

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Supported triggers and actions

Integrate Cartloom and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New discount

Triggers when a new discount is added

New order

Triggers when a new order 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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Add discount

Adds a new discount

Fetch discount

Fetches the details of an existing discount by ID

Fetch order

Fetch the details of an existing order by invoice number

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

What is Cartloom?

Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.

E Commerce

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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