Integrate Shopify with Insightly

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

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Create a new task in Insightly when a new order is created in Shopify

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Shopify.

How it works
  1. The flow triggers when a new order is created in Shopify.
  2. Zoho Flow creates a new task in Insightly.
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Create a new task in Insightly when a new order is created in Shopify

Shopify + Insightly

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Supported triggers and actions

Integrate Shopify and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Blog created

Triggers when a new blog is created

Order fulfilled

Triggers when an existing order is fulfilled

Fulfillment updated

Triggers when any detail of an existing fulfillment is updated

Order drafted

Triggers when an existing order is drafted

Order updated

Triggers when an existing order is updated

Cart abandoned

Triggers when an open cart is abandoned

Product added

Triggers when a new product is added

Order created

Triggers when a new order is created

Refund created

Triggers when a refund entry is created

Order paid

Triggers when an existing order is paid

Checkout updated

Triggers when the details of an existing checkout are updated

Customer updated

Triggers when the details of an existing customer are updated

Checkout created

Triggers when a new checkout is created

Product updated

Triggers when the details of an existing product are updated

Draft order updated

Triggers when the details of an existing draft order are updated

Customer created

Triggers when a new customer is created

Inventory item updated

Triggers when the details of an existing inventory item are updated

Order canceled

Triggers when an order is canceled in your store

Cart updated

Triggers when an existing cart is updated

Fulfillment created

Triggers when a new fulfillment 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

Create customer

Creates a new customer

Create draft order

Creates a new draft order

Create blog

Creates a new blog

Create product variants

Creates variants of an existing product

Add product

Adds a new product

Create order

Creates a new order

Send invite

Sends invite to the selected customer

Update inventory quantity

Updates the quantity of a product or inventory item

Create discount code

Creates a new discount code

Create blog post

Creates a new post in the selected blog

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Update order

Updates the details of an existing order by ID

Update product variant

Updates the details of a product's variants

Update discount code

Updates the details of an existing discount code

Fetch product

Fetches a product by title

Fetch discount code

Fetches the details of an existing discount code by code

Fetch order

Fetches the details of an existing order by ID

Fetch transaction associated with order

Fetches the details of an existing transaction associated with an order

Fetch product variant by SKU

Fetches an existing product variant by SKU

Fetch latest customer order

Fetches the details of the latest customer order by customer ID

Fetch product variant

Fetches a product variant by title

Fetch transaction

Fetches the details of an existing transaction

Fetch order by name

Fetches the details of an existing order by name

Fetch customer

Fetches the details of an existing customer by name or email address

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 Shopify?

Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports.

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.

Learn more >

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 >

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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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