

Integrate Insightly with Omnisend
Send information between Insightly and Omnisend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new task in Insightly when a order is created in Omnisend
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 Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new task in Insightly.


Create a new task in Insightly when a order is created in Omnisend
Omnisend + Insightly


Create a new contact in Omnisend whenever a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Omnisend each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact or updates an existing contact. This action creates or updates based on email. in Omnisend.


Create a new contact in Omnisend whenever a new contact is created in Insightly
Insightly + Omnisend

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Supported triggers and actions
Integrate Insightly and Omnisend using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Campaign created
Triggers when a new campaign is created

Order created
Triggers when a new order is created

Product added
Triggers when a new product is added
All Actions - Actions are the automated tasks

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

Add product
Adds a new product

Create or update contact
Creates a new contact or updates an existing contact. This action creates or updates based on email.

Create order
Creates a new order

Update product
Updates the details of an existing product

Update order
Updates the details of an existing order

Fetch contact
Fetches the details of an existing contact
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
What is Omnisend?
Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.
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Webhook triggers
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