Integrate CloudCart with Insightly
Send information between CloudCart 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 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
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in CloudCart
CloudCart + Insightly
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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.
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.
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