Integrate ShipStation with Insightly

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

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Create a task in Insightly each time a new order is made in ShipStation

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in ShipStation.

How it works
  1. The flow triggers when a new order is created in the selected store in ShipStation.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly each time a new order is made in ShipStation

ShipStation + Insightly

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Supported triggers and actions

Integrate ShipStation and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Item shipped

Triggers when a new shipping label is created for an item in the selected store

Item ordered

Triggers when an item is ordered in the selected order

Order shipped

Triggers when a new shipping label is created for an order in the selected store

New order

Triggers when a new order is created in the selected store

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

Remove tag

Removes a tag from the specified order

Mark order as shipped

Marks the specified order as shipped

Create order

Creates a new order

Add tag

Adds a tag to the specified order

Fetch order

Fetches the details of an existing order by ID, order number, or customer name

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 ShipStation?

ShipStation is shipping software for businesses. It lets you sync details between your store and marketplace, create a branding experience, and add coupons and offers.

Shipping

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.

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Custom functions

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

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Director, Perth Security Services

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