Integrate Stripe with Insightly
Send information between Stripe and Insightly automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Insightly whenever an order is created in Stripe
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightly when a order is created in Stripe.
How it works
- The flow triggers when a new order is created in Stripe.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Stripe
Stripe + Insightly
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Supported triggers and actions
Integrate Stripe and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New session created
Triggers when a new session is created
Payment created
Triggers when a new payment is created
Invoice item listed
Triggers when a new invoice item is listed
Customer added
Triggers when a new customer is added
Order created
Triggers when a new order is created
Refund created
Triggers when a new refund is created
Credit charge created
Triggers when a credit card is charged
Plan created
Triggers when a new Stripe plan is created
Coupon added
Triggers when a new Stripe coupon is added
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 product
Creates a new product
Create invoice item
Creates a new invoice item
Create customer
Creates a new customer
Create coupon code
Creates a new coupon code
Create plan
Creates a new plan
Create subscription
Creates a new subscription
Create invoice
Creates a new invoice
Update customer
Updates an existing customer
Fetch customer
Fetches an existing customer by unique Stripe ID and email address
Fetch promo code
Fetches the details of an existing promo code by its ID
Fetch invoice
Fetches the details of an existing invoice
Fetch charge
Fetches an existing charge by unique Stripe ID
Fetch coupon code
Fetches the details of an existing coupon code by its ID
Fetch payment
Fetches the details of an existing payment by ID
Find customrer payment method
Finds a customer's payment method
Fetch plan
Fetches a plan by nick name or plan ID
Fetch order
Fetches an order by ID
Fetch product
Fetches a product by name or ID
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 Stripe?
Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods.
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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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Technical Engineer, Master Liveaboards
