Integrate Insightly with Stripe

Send information between Insightly and Stripe 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
  1. The flow triggers when a new order is created in Stripe.
  2. Zoho Flow creates a new task in Insightly.
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Initiate a new task in Insightly whenever an order is created in Stripe

Stripe + Insightly

Build your own integrations between Insightly and Stripe

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Supported triggers and actions

Integrate Insightly and Stripe 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

Invoice item listed

Triggers when a new invoice item is listed

New session created

Triggers when a new session is created

Payment created

Triggers when a new payment is created

Refund created

Triggers when a new refund is created

Customer added

Triggers when a new customer is added

Plan created

Triggers when a new Stripe plan is created

Order created

Triggers when a new order is created

Coupon added

Triggers when a new Stripe coupon is added

Credit charge created

Triggers when a credit card is charged

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

Create customer

Creates a new customer

Create invoice item

Creates a new invoice item

Create plan

Creates a new plan

Create coupon code

Creates a new coupon code

Create subscription

Creates a new subscription

Create product

Creates a new product

Create invoice

Creates a new invoice

Update customer

Updates an existing customer

Fetch coupon code

Fetches the details of an existing coupon code by its ID

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Find customrer payment method

Finds a customer's payment method

Fetch invoice

Fetches the details of an existing invoice

Fetch promo code

Fetches the details of an existing promo code by its ID

Fetch payment

Fetches the details of an existing payment by ID

Fetch product

Fetches a product by name or ID

Fetch order

Fetches an order by ID

Fetch plan

Fetches a plan by nick name or plan ID

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.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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