Integrate Tookan with Insightly

Send information between Tookan and Insightly automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Insightly whenever an order is created in Tookan

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 Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  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 Tookan

Tookan + Insightly

Build your own integrations between Tookan and Insightly

Connect Tookan and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Tookan and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when the details of an existing task 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 pickup and delivery task

Creates a new pickup and delivery task

Create customer

Creates a new customer

Create appointment task

Creates a new appointment task

Create merchant

Creates a new merchant

Create agent

Creates a new agent

Create delivery task

Creates a new delivery task

Create pickup task

Creates a new pickup task

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 Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

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.

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.

Learn more >

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

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

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