Integrate Square with Insightly
Send information between Square and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new task in Insightly when a new order is created in Square
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Square
Square + Insightly
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Supported triggers and actions
Integrate Square and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer is created
Order created
Triggers when a new order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
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 order
Create a new order
Create item
Creates a new item
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer using customer ID
Fetch tax
Fetches the tax details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an item using ID or name
Fetch discount
Fetches the details of a discount using ID or name
Fetch item variant
Fetches the details of an item variant using ID or SKU
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 Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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
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Custom functions
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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
