Integrate Zoho Inventory with Insightly
Send information between Zoho Inventory and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly each time a new order is made in Zoho Inventory
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in Zoho Inventory
Zoho Inventory + Insightly
Build your own integrations between Zoho Inventory and Insightly
Connect Zoho Inventory 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 Zoho Inventory and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Purchase receive created
Triggers when a new purchase receive is created
Customer payment received
Triggers when a new payment is made by a customer
Purchase order updated
Triggers when the details of an existing purchase order are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Shipment updated
Triggers when the details of an existing shipment are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Retainer invoice created
Triggers when a new retainer invoice is created
Bill updated
Triggers when the details of an existing bill are updated
Vendor created
Triggers when a new vendor is created
Package updated
Triggers when the details of an existing package are updated
Item group created
Triggers when a new item group is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Custom module entry created
Triggers when a new custom module entry is created
Sales order created
Triggers when a new sales order is created
Task created
Triggers when a new task is created
Package created
Triggers when a new package is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Item updated
Triggers when the details of an existing item are updated
Purchase order created
Triggers when a new purchase order is created
Sales return made
Triggers when a new sales return is made
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when the details of an existing invoice are updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Credit note created
Triggers when a new credit note is created
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Transfer order created
Triggers when a new transfer order is created
Bill created
Triggers when a new bill is created
Category created
Triggers when a new category is created
Customer payment updated
Triggers when a payment made by a customer is updated
Customer updated
Triggers when the details of an existing customer are updated
Shipment created
Triggers when a new shipment is created
Customer created
Triggers when a new customer is created
Vendor payment received
Triggers when a vendor payment is made
Item created
Triggers when a new item is created
Bundle created
Triggers when a new bundle 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 credit note
Creates a new credit note
Create warehouse
Creates a new warehouse
Create sales return receive
Creates a new sales return receive
Mark shipment as delivered
Marks the specified shipment as delivered
Create item
Creates a new item
Create package
Creates a new package
Create inventory adjustment
Creates a new inventory adjustment
Create purchase receive
Creates a new purchase receive
Create retainer invoice
Creates a new retainer invoice
Create custom module entry
Creates a new custom module entry
Add comment
Adds a new comment to an existing module
Create shipment order
Creates a new shipment order
Create sales order
Creates a new sales order
Create sales return
Creates a new sales return
Create transfer order
Creates a new transfer order
Create vendor
Creates a new vendor
Create purchase order
Creates a new purchase order
Create contact person
Creates a new contact person
Record customer payment
Records the details of a customer payment
Create bill
Creates a new bill
Create category
Creates a new category
Record vendor payment
Records the details of a vendor payment
Create bundle
Creates a new bundle
Create invoice
Creates a new invoice
Add address
Adds a new address
Create customer
Creates a new customer
Send purchase order
Sends a purchase order to the specified email addresses
Send invoice
Sends an invoice to the specified email addresses
Update invoice
Updates the details of an existing invoice
Update bill status
Updates the status of an existing bill
Update sales order
Updates the details of an existing sales order
Update address
Updates the details of an existing address
Update item
Updates the details of an existing item
Send sales order
Sends a sales order to the specified email addresses
Update vendor
Updates the details of an existing vendor
Send credit note
Sends a credit note to the specified email addresses
Update credit note
Updates the details of an existing credit note
Update item status
Updates the status of an existing item
Update invoice status
Updates the status of an existing invoice
Update sales order status
Updates the status of an existing sales order
Update warehouse
Updates the details of an existing warehouse
Mark transfer order as received
Marks the specified transfer order as received
Update purchase order status
Updates the status of an existing purchase order
Update customer
Updates the details of an existing customer
Update bill
Updates the details of an existing bill
Update contact person
Updates the details of an existing contact person
Update custom module entry
Updates the details of a existing custom module entry
Update purchase order
Updates the details of an existing purchase order
Update retainer invoice
Updates the details of an existing retainer invoice
Update category
Updates the details of an existing category
Update credit note status
Updates the status of an existing credit note
Fetch package
Fetches the details of an existing package
Fetch credit note
Fetches the details of an existing credit note
Fetch item
Fetches the details of an existing item
Fetch transfer order
Fetches the details of an existing transfer order
Fetch item group
Fetches the details of an existing item group
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch bill
Fetches the details of an existing bill
Fetch shipment
Fetches the details of an existing shipment
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch sales return
Fetches the details of an existing sales return
Fetch invoice
Fetches the details of an existing invoice
Fetch contact person
Fetches the details of an existing contact person
Fetch vendor
Fetches the details of an existing vendor
Fetch purchase order
Fetches the details of an existing purchase order
Fetch customer
Fetches the details of an existing customer
Fetch sales order
Fetches the details of an existing sales order
Fetch task
Fetches the details of an existing task
Fetch warehouse
Fetches the details of an existing warehouse
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch user
Fetches the details of an existing user
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 Zoho Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
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
