Integrate CloudCart with Insightly

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

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Create a task in Insightly each time a new order is made in CloudCart

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in CloudCart.

How it works
  1. The flow triggers when a new order is created in CloudCart.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly each time a new order is made in CloudCart

CloudCart + Insightly

Build your own integrations between CloudCart and Insightly

Connect CloudCart 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 CloudCart 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

Customer added

Triggers when a new customer is added

Product created

Triggers when a new product is created

Product updated

Triggers when the details of an existing product are updated

Order created

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

Create vendor

Adds a new vendor

Update order

Updates the details of an existing order

Update vendor

Updates the details of an existing vendor

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 CloudCart?

CloudCart is an e-commerce platform that allows you to sell online and provides features such as secured hosting, integrated live chat, multi-currency payments, and more.

E Commerce

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.

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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

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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