Integrate Zoho Inventory with Insightly
Send information between Zoho Inventory and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly each time a new order is made in Zoho Inventory
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Insightly whenever an order is created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly each time a new order is made in Zoho Inventory
Zoho Inventory + Insightly
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Supported triggers and actions
Integrate Zoho Inventory and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Package created
Triggers when a new package is created
Item updated
Triggers when the details of an existing item are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Task created
Triggers when a new task is created
Customer created
Triggers when a new customer is created
Sales order created
Triggers when a new sales order is created
Shipment created
Triggers when a new shipment is created
Invoice created
Triggers when a new invoice is created
Sales return made
Triggers when a new sales return is made
Purchase order updated
Triggers when the details of an existing purchase order are updated
Purchase receive created
Triggers when a new purchase receive is created
Customer payment updated
Triggers when a payment made by a customer is updated
Item group created
Triggers when a new item group is created
Purchase order created
Triggers when a new purchase order is created
Customer payment received
Triggers when a new payment is made by a customer
Transfer order created
Triggers when a new transfer order is created
Bill created
Triggers when a new bill is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Custom module entry created
Triggers when a new custom module entry is created
Customer updated
Triggers when the details of an existing customer are updated
Package updated
Triggers when the details of an existing package are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Vendor payment received
Triggers when a vendor payment is made
Custom module entry updated
Triggers when the details of an existing module entry are updated
Bundle created
Triggers when a new bundle is created
Shipment updated
Triggers when the details of an existing shipment are updated
Item created
Triggers when a new item is created
Retainer invoice created
Triggers when a new retainer invoice is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Bill updated
Triggers when the details of an existing bill are updated
Credit note created
Triggers when a new credit note is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Vendor created
Triggers when a new vendor is created
Invoice updated
Triggers when the details of an existing invoice are updated
Category created
Triggers when a new category is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
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 item
Creates a new item
Create bill
Creates a new bill
Create warehouse
Creates a new warehouse
Create credit note
Creates a new credit note
Create contact person
Creates a new contact person
Create bundle
Creates a new bundle
Create purchase receive
Creates a new purchase receive
Record customer payment
Records the details of a customer payment
Create transfer order
Creates a new transfer order
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create category
Creates a new category
Create sales order
Creates a new sales order
Add comment
Adds a new comment to an existing module
Create shipment order
Creates a new shipment order
Create sales return
Creates a new sales return
Create package
Creates a new package
Create purchase order
Creates a new purchase order
Send purchase order
Sends a purchase order to the specified email addresses
Create inventory adjustment
Creates a new inventory adjustment
Add address
Adds a new address
Create retainer invoice
Creates a new retainer invoice
Record vendor payment
Records the details of a vendor payment
Create customer
Creates a new customer
Create sales return receive
Creates a new sales return receive
Create custom module entry
Creates a new custom module entry
Mark shipment as delivered
Marks the specified shipment as delivered
Mark transfer order as received
Marks the specified transfer order as received
Update bill
Updates the details of an existing bill
Update customer
Updates the details of an existing customer
Update credit note status
Updates the status of an existing credit note
Update category
Updates the details of an existing category
Send invoice
Sends an invoice to the specified email addresses
Update address
Updates the details of an existing address
Update custom module entry
Updates the details of a existing custom module entry
Update sales order
Updates the details of an existing sales order
Update credit note
Updates the details of an existing credit note
Update invoice
Updates the details of an existing invoice
Update bill status
Updates the status of an existing bill
Update contact person
Updates the details of an existing contact person
Update item status
Updates the status of an existing item
Update vendor
Updates the details of an existing vendor
Send sales order
Sends a sales order to the specified email addresses
Update item
Updates the details of an existing item
Update warehouse
Updates the details of an existing warehouse
Send credit note
Sends a credit note to the specified email addresses
Update sales order status
Updates the status of an existing sales order
Update invoice status
Updates the status of an existing invoice
Update retainer invoice
Updates the details of an existing retainer invoice
Update purchase order
Updates the details of an existing purchase order
Update purchase order status
Updates the status of an existing purchase order
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch item
Fetches the details of an existing item
Fetch purchase order
Fetches the details of an existing purchase order
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch item group
Fetches the details of an existing item group
Fetch transfer order
Fetches the details of an existing transfer order
Fetch sales return
Fetches the details of an existing sales return
Fetch task
Fetches the details of an existing task
Fetch sales order
Fetches the details of an existing sales order
Fetch customer
Fetches the details of an existing customer
Fetch package
Fetches the details of an existing package
Fetch vendor
Fetches the details of an existing vendor
Fetch contact person
Fetches the details of an existing contact person
Fetch invoice
Fetches the details of an existing invoice
Fetch user
Fetches the details of an existing user
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch shipment
Fetches the details of an existing shipment
Fetch warehouse
Fetches the details of an existing warehouse
Fetch credit note
Fetches the details of an existing credit note
Fetch bill
Fetches the details of an existing bill
Fetch custom module entry
Fetches the details of an existing custom module entry
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 Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
