

Integrate Zoho Commerce with Insightly
Send information between Zoho Commerce and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new task in Insightly when a new order is created in Zoho Commerce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Insightly whenever a new order is placed in Zoho Commerce.
How it works
- The flow triggers when a new order is received in Zoho Commerce.
- Zoho Flow creates a new task in Insightly.


Create a new task in Insightly when a new order is created in Zoho Commerce
Zoho Commerce + Insightly

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

Confirmed order
Triggers when an order is confirmed

Product updated
Triggers when the details of an existing product are updated

Product created
Triggers when a new product is created

Canceled order
Triggers when an order is canceled

Delivered order
Triggers when an order is delivered

New order
Triggers when a new order is received

Declined order
Triggers when an order is declined

Shipped order
Triggers when an order is shipped

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

Invite member to portal
Invites a member to the selected portal using email address

Create coupon
Creates a new coupon

Create variant
Creates a new variant for the specified product

Create product
Creates a new product

Mark order as void
Marks the status of the specified order as void

Mark order as shipped
Marks the status of the specified order as shipped

Update product
Updates the details of an existing product

Update variant
Updates the details of an existing variant

Mark order as delivered
Marks the status of the specified order as delivered

Mark order as confirmed
Marks the status of the specified order as confirmed

Fetch variant - By name
Fetches the details of an existing variant by name

Fetch product - By name
Fetches the details of an existing product by name

Fetch product - By ID
Fetches the details of an existing product by ID

Fetch variant - By ID
Fetches the details of an existing variant by ID

Fetch sales order
Fetches the details of an existing sales order

Fetch customer - By ID
Fetches the details of an existing customer by ID

Fetch customer - By email address
Fetches the details of an existing customer by email address

Fetch variant - By SKU
Fetches the details of an existing variant by SKU

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 Zoho Commerce?
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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