Integrate WooCommerce with Insightly

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

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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
  1. The flow triggers when a new order is created in WooCommerce.
  2. Zoho Flow creates a new task in Insightly.
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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

Product created

Triggers when a new product is created

Order updated

Triggers when the details of an existing order are updated

Product category created

Triggers when a new product category is created

Customer updated

Triggers when the details of an existing customer are updated

Order created

Triggers when a new order is created

Customer added

Triggers when a new customer is added

Product updated

Triggers when the details of an existing product are updated

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 customer

Creates a new customer

Refund order

Creates a refund for an existing order

Create coupon

Creates a new coupon

Create order

Creates a new order

Create product

Creates a new product

Create category

Creates a new category

Update coupon

Updates the details of an existing coupon

Update order status

Updates the status of an existing order

Update customer

Updates the details of an existing customer

Update product

Updates the details of an existing product

Update category

Updates the details of an existing category

Fetch order

Fetches the details of an existing order

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

Fetch category

Fetches the details of an existing category

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.

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.

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 >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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