Integrate Square with Insightly
Send information between Square 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 Square
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Insightly whenever an order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in Insightly.
Create a new task in Insightly when a new order is created in Square
Square + Insightly
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Supported triggers and actions
Integrate Square and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer 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
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create order
Create a new order
Create item
Creates a new item
Update customer
Updates the details of an existing customer using customer ID
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch tax
Fetches the tax details of an item using ID or name
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch discount
Fetches the details of a discount using ID or name
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 Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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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