Integrate WooCommerce with Insightly
Send information between WooCommerce and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Insightly whenever an order is created in WooCommerce
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 WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in WooCommerce
WooCommerce + Insightly
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Supported triggers and actions
Integrate WooCommerce 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
Product created
Triggers when a new product is created
Product category created
Triggers when a new product category is created
Order created
Triggers when a new order is created
Customer updated
Triggers when the details of an existing customer are updated
Product updated
Triggers when the details of an existing product are updated
Customer added
Triggers when a new customer is added
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
Refund order
Creates a refund for an existing order
Create category
Creates a new category
Create order
Creates a new order
Create product
Creates a new product
Create coupon
Creates a new coupon
Create customer
Creates a new customer
Update category
Updates the details of an existing category
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Update coupon
Updates the details of an existing coupon
Update product
Updates the details of an existing product
Fetch product
Fetches the details of an existing product
Fetch category
Fetches the details of an existing category
Fetch order
Fetches the details of an existing order
Fetch customer
Fetches the details of an existing customer
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 WooCommerce?
WooCommerce is an open-source e-commerce plugin for WordPress that provides secure payments, configurable shipping options, and more.
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
