Integrate Shopify with Insightly

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

Explore prebuilt integration flows to get started

[esc]

Create a new task in Insightly when a new order is created in Shopify

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Shopify.

How it works
  1. The flow triggers when a new order is created in Shopify.
  2. Zoho Flow creates a new task in Insightly.
+

Create a new task in Insightly when a new order is created in Shopify

Shopify + Insightly

Build your own integrations between Shopify and Insightly

Connect Shopify 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 Shopify and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Cart abandoned

Triggers when an open cart is abandoned

Checkout updated

Triggers when the details of an existing checkout are updated

Order paid

Triggers when an existing order is paid

Refund created

Triggers when a refund entry is created

Product updated

Triggers when the details of an existing product are updated

Checkout created

Triggers when a new checkout is created

Customer updated

Triggers when the details of an existing customer are updated

Product added

Triggers when a new product is added

Fulfillment updated

Triggers when any detail of an existing fulfillment is updated

Blog created

Triggers when a new blog is created

Order updated

Triggers when an existing order is updated

Order created

Triggers when a new order is created

Customer created

Triggers when a new customer is created

Inventory item updated

Triggers when the details of an existing inventory item are updated

Order drafted

Triggers when an existing order is drafted

Order fulfilled

Triggers when an existing order is fulfilled

Fulfillment created

Triggers when a new fulfillment is created

Draft order updated

Triggers when the details of an existing draft order are updated

Cart updated

Triggers when an existing cart is updated

Order canceled

Triggers when an order is canceled in your store

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 product

Adds a new product

Create blog

Creates a new blog

Create draft order

Creates a new draft order

Create product variants

Creates variants of an existing product

Create customer

Creates a new customer

Send invite

Sends invite to the selected customer

Create order

Creates a new order

Create blog post

Creates a new post in the selected blog

Create discount code

Creates a new discount code

Update inventory quantity

Updates the quantity of a product or inventory item

Update order

Updates the details of an existing order by ID

Update product

Updates the details of an existing product

Update product variant

Updates the details of a product's variants

Update discount code

Updates the details of an existing discount code

Update customer

Updates the details of an existing customer

Fetch transaction

Fetches the details of an existing transaction

Fetch product

Fetches a product by title

Fetch latest customer order

Fetches the details of the latest customer order by customer ID

Fetch product variant by SKU

Fetches an existing product variant by SKU

Fetch product variant

Fetches a product variant by title

Fetch order

Fetches the details of an existing order by ID

Fetch order by name

Fetches the details of an existing order by name

Fetch transaction associated with order

Fetches the details of an existing transaction associated with an order

Fetch discount code

Fetches the details of an existing discount code by code

Fetch customer

Fetches the details of an existing customer by name or email address

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 Shopify?

Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY