Integrate Zoho Commerce with Insightly
Send information between Zoho Commerce 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 Zoho Commerce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Zoho Commerce
Zoho Commerce + Insightly
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Supported triggers and actions
Integrate Zoho Commerce and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New order
Triggers when a new order is received
Declined order
Triggers when an order is declined
Sales order payment received
Triggers when a sales order payment is received
Confirmed order
Triggers when an order is confirmed
Shipped order
Triggers when an order is shipped
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Canceled order
Triggers when an order is canceled
Delivered order
Triggers when an order is delivered
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 variant
Creates a new variant for the specified product
Create product
Creates a new product
Invite member to portal
Invites a member to the selected portal using email address
Create coupon
Creates a new coupon
Mark order as confirmed
Marks the status of the specified order as confirmed
Update variant
Updates the details of an existing variant
Mark order as delivered
Marks the status of the specified order as delivered
Mark order as void
Marks the status of the specified order as void
Mark order as shipped
Marks the status of the specified order as shipped
Update product
Updates the details of an existing product
Fetch variant - By ID
Fetches the details of an existing variant by ID
Fetch sales order
Fetches the details of an existing sales order
Fetch variant - By SKU
Fetches the details of an existing variant by SKU
Fetch customer - By email address
Fetches the details of an existing customer by email address
Fetch variant - By name
Fetches the details of an existing variant by name
Fetch customer - By ID
Fetches the details of an existing customer by ID
Fetch product - By name
Fetches the details of an existing product by name
Fetch product - By ID
Fetches the details of an existing product by ID
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 Zoho 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.
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Learn more >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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
