Integrate CloudCart with Insightly
Send information between CloudCart and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly each time a new order is made in CloudCart
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 CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in CloudCart
CloudCart + Insightly
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Supported triggers and actions
Integrate CloudCart 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
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Order created
Triggers when a new order is created
Customer added
Triggers when a new customer is added
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create vendor
Adds a new vendor
Update vendor
Updates the details of an existing vendor
Update order
Updates the details of an existing order
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is CloudCart?
CloudCart is an e-commerce platform that allows you to sell online and provides features such as secured hosting, integrated live chat, multi-currency payments, and more.
Similar apps
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.
Similar apps
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
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CEO, Fabricroot
