inFlow Inventory + Insightly Integration

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inFlow Inventory + Insightly Integration

Create Insightly contact from new inFlow Inventory order

As an online store owner, you're likely using inFlow Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate inFlow Inventory with Insightly? This integration will allow you to automatically create a contact for each new order in Insightly.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Create Your Own inFlow Inventory & Insightly Integration Without Any Code

Create Custom Workflow
inFlow Inventory + Insightly Integration
1.
  • inFlow Inventory
    Purchase order is created in inFlow Inventory Instant
  • inFlow Inventory
    Purchase order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales quote is created or updated in inFlow Inventory
  • inFlow Inventory
    Vendor is created in inFlow Inventory Instant
  • inFlow Inventory
    Vendor is updated in inFlow Inventory Instant
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
2.
  • inFlow Inventory
    Create sales order in inFlow Inventory
  • inFlow Inventory
    Get sales order by id in inFlow Inventory
  • inFlow Inventory
    Search sales order by order number in inFlow Inventory
  • inFlow Inventory
    Get customer by id in inFlow Inventory
  • inFlow Inventory
    Search customer in inFlow Inventory
  • inFlow Inventory
    Get purchase order by id in inFlow Inventory
  • inFlow Inventory
    Search purchase order by name/number in inFlow Inventory
  • inFlow Inventory
    Get vendor by id in inFlow Inventory
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
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