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
  1. The flow triggers when a new order is received in Zoho Commerce.
  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 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?

Zoho Commerce is an online store builder that lets you manage your website, inventory, shipping, taxes, and payments. You can offer coupons, announce updates through your blog, and optimize store content with SEO tools.

E Commerce Popular Zoho

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

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Logic

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Custom functions

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

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