Integrate Cartloom with Insightly
Send information between Cartloom 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 Cartloom
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Cartloom
Cartloom + Insightly
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Supported triggers and actions
Integrate Cartloom and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New discount
Triggers when a new discount is added
New order
Triggers when a new order is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Add discount
Adds a new discount
Fetch discount
Fetches the details of an existing discount by ID
Fetch order
Fetch the details of an existing order by invoice number
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Cartloom?
Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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 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
