Integrate WooCommerce with Insightly

Send information between WooCommerce 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 WooCommerce

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in WooCommerce.

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

WooCommerce + Insightly

Build your own integrations between WooCommerce and Insightly

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Supported triggers and actions

Integrate WooCommerce and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order updated

Triggers when the details of an existing order are updated

Order created

Triggers when a new order is created

Product updated

Triggers when the details of an existing product are updated

Product category created

Triggers when a new product category is created

Customer added

Triggers when a new customer is added

Product created

Triggers when a new product is created

Customer updated

Triggers when the details of an existing customer are updated

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 category

Creates a new category

Create product

Creates a new product

Create order

Creates a new order

Create coupon

Creates a new coupon

Refund order

Creates a refund for an existing order

Update order status

Updates the status of an existing order

Update coupon

Updates the details of an existing coupon

Update category

Updates the details of an existing category

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Fetch order

Fetches the details of an existing order

Fetch product

Fetches the details of an existing product

Fetch customer

Fetches the details of an existing customer

Fetch category

Fetches the details of an existing category

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 WooCommerce?

WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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