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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
