Integrate WooCommerce with Insightly
Send information between WooCommerce and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Insightly whenever an order is created in WooCommerce
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in WooCommerce
WooCommerce + Insightly
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Supported triggers and actions
Integrate WooCommerce 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
Order created
Triggers when a new order is created
Customer added
Triggers when a new customer is added
Product category created
Triggers when a new product category is created
Customer updated
Triggers when the details of an existing customer are updated
Product created
Triggers when a new product is created
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 product
Creates a new product
Create order
Creates a new order
Create category
Creates a new category
Refund order
Creates a refund for an existing order
Create customer
Creates a new customer
Create coupon
Creates a new coupon
Update order status
Updates the status of an existing order
Update category
Updates the details of an existing category
Update product
Updates the details of an existing product
Update coupon
Updates the details of an existing coupon
Update customer
Updates the details of an existing customer
Fetch category
Fetches the details of an existing category
Fetch product
Fetches the details of an existing product
Fetch customer
Fetches the details of an existing customer
Fetch order
Fetches 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 WooCommerce?
WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, 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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
Siddharth Ahuja
CEO, Fabricroot
