Integrate Cartloom with Insightly
Send information between Cartloom and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Insightly whenever an order is created in Cartloom
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Cartloom
Cartloom + Insightly
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Supported triggers and actions
Integrate Cartloom and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New discount
Triggers when a new discount is added
New order
Triggers when a new order 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
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add discount
Adds a new discount
Fetch order
Fetch the details of an existing order by invoice number
Fetch discount
Fetches the details of an existing discount by ID
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
What is Cartloom?
Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.
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Learn more >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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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
