Integrate CartRover with Insightly
Send information between CartRover and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Insightly when a new order is created in CartRover
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Insightly each time a new order is made in CartRover.
How it works
- The flow triggers when a new order is created in CartRover.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in CartRover
CartRover + Insightly
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Supported triggers and actions
Integrate CartRover 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
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
Create order
Creates a new order
Cancel order
Cancels the specified order
Fetch order
Fetches the details of an existing order using customer reference
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 CartRover?
CartRover is a e-commerce shopping cart integration application that automatically downloads orders from your order source and loads them into your order management system.
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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