Integrate Shopify with Insightly
Send information between Shopify 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 Shopify
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Shopify.
How it works
- The flow triggers when a new order is created in Shopify.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Shopify
Shopify + Insightly
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Supported triggers and actions
Integrate Shopify and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order updated
Triggers when an existing order is updated
Order drafted
Triggers when an existing order is drafted
Blog created
Triggers when a new blog is created
Product added
Triggers when a new product is added
Order created
Triggers when a new order is created
Order paid
Triggers when an existing order is paid
Checkout updated
Triggers when the details of an existing checkout are updated
Cart abandoned
Triggers when an open cart is abandoned
Customer updated
Triggers when the details of an existing customer are updated
Checkout created
Triggers when a new checkout is created
Product updated
Triggers when the details of an existing product are updated
Refund created
Triggers when a refund entry is created
Draft order updated
Triggers when the details of an existing draft order are updated
Order canceled
Triggers when an order is canceled in your store
Cart updated
Triggers when an existing cart is updated
Inventory item updated
Triggers when the details of an existing inventory item are updated
Customer created
Triggers when a new customer is created
Fulfillment updated
Triggers when any detail of an existing fulfillment is updated
Fulfillment created
Triggers when a new fulfillment is created
Order fulfilled
Triggers when an existing order is fulfilled
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 draft order
Creates a new draft order
Create blog
Creates a new blog
Add product
Adds a new product
Create order
Creates a new order
Send invite
Sends invite to the selected customer
Create customer
Creates a new customer
Update inventory quantity
Updates the quantity of a product or inventory item
Create discount code
Creates a new discount code
Create blog post
Creates a new post in the selected blog
Create product variants
Creates variants of an existing product
Update product variant
Updates the details of a product's variants
Update product
Updates the details of an existing product
Update order
Updates the details of an existing order by ID
Update customer
Updates the details of an existing customer
Update discount code
Updates the details of an existing discount code
Fetch transaction associated with order
Fetches the details of an existing transaction associated with an order
Fetch product variant by SKU
Fetches an existing product variant by SKU
Fetch latest customer order
Fetches the details of the latest customer order by customer ID
Fetch product
Fetches a product by title
Fetch transaction
Fetches the details of an existing transaction
Fetch order by name
Fetches the details of an existing order by name
Fetch order
Fetches the details of an existing order by ID
Fetch product variant
Fetches a product variant by title
Fetch discount code
Fetches the details of an existing discount code by code
Fetch customer
Fetches the details of an existing customer by name or email address
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 Shopify?
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports.
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 >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 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
