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Integrate Square with Insightly
Send information between Square and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Insightly when a new order is created in Square
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- 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 Square
Square + Insightly
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Build your own integrations between Square and Insightly
Connect Square and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Square and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Order created
Triggers when a new order is created
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Inventory adjustment made
Triggers when a new inventory adjustment is made
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Payment created
Triggers when a new payment is created
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Customer created
Triggers when a new customer is created
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
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Create customer
Creates a new customer
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Create invoice
Creates a new invoice
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Create order
Create a new order
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Create item
Creates a new item
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Update customer
Updates the details of an existing customer using customer ID
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Update item
Updates the details of an existing item
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Fetch tax
Fetches the tax details of an item using ID or name
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Fetch discount
Fetches the details of a discount using ID or name
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Fetch item variant
Fetches the details of an item variant using ID or SKU
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Fetch inventory stock
Fetches the details of an existing inventory variant
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Fetch item
Fetches the details of an item using ID or name
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Fetch customer
Fetches the details of an existing customer
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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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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