QuickBooks Commerce + Insightly Integration

Integrate Insightly to QuickBooks Commerce in one click, or tell Integrately AI how you want each lead handled. Create orders, sync contacts, update companies, and trigger fulfillment automatically.

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1.
  • QuickBooks Commerce
    Invoice is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Contact is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is fulfilled in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order fulfillment is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Address is created in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Order is finalized in QuickBooks Commerce Instant
  • QuickBooks Commerce
    Company is created in QuickBooks Commerce 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
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • QuickBooks Commerce
    Create order in QuickBooks Commerce
  • QuickBooks Commerce
    Create contact in QuickBooks Commerce
  • QuickBooks Commerce
    Create company in QuickBooks Commerce
  • QuickBooks Commerce
    Search company in QuickBooks Commerce
  • QuickBooks Commerce
    Create address in QuickBooks Commerce
  • QuickBooks Commerce
    Search sales order in QuickBooks Commerce
  • Insightly
    Update task in Insightly
  • 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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Ready Workflows Ready Workflows for Insightly + QuickBooks Commerce Integration

Create orders from new leads, sync contact details, update companies, and track fulfillment, all in just one click.

Most popular automationsmost-popular-automations
QuickBooks Commerce + Insightly Integration

Create Insightly contact from new QuickBooks Commerce contact

If you're an ecommerce business owner who uses QuickBooks Commerce to power your online store, you'll be happy to know that when a new contact is created in Insightly, this automation will automatically create a contact in QuickBooks Commerce.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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QuickBooks Commerce + Insightly Integration

Create Insightly contact from new QuickBooks Commerce order

As an online store owner, you're likely using QuickBooks Commerce 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 QuickBooks Commerce 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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Insightly + QuickBooks Commerce Integration

Create QuickBooks Commerce contact for new Insightly contact

Creating a new QuickBooks Commerce contact for every new Insightly contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Insightly - QuickBooks Commerce integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your QuickBooks Commerce and Insightly systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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  • 1of2
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Connect more apps to your Insightly + QuickBooks Commerce flow

Keep your retail platform, CRM, and communication tools aligned after every order or lead is created. Pick a combination and activate it in one click.

QuickBooks Commerce
Insightly
+
ShopifyShopify (8)
+
XeroXero (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
S
I
Q
When a new order is created in Shopify, create a contact in Insightly, and create an order in QuickBooks Commerce.
Shopify store orders instantly create contacts in Insightly and orders in QuickBooks Commerce, keeping your CRM and retail platform synchronized without manual entry.
Q
S
I
Log every new QuickBooks Commerce order in Shopify, and create a task in Insightly for follow-up.
QuickBooks Commerce orders appear in Shopify automatically, and Insightly creates a task for your team to handle customer onboarding.
S
I
Q
When a Shopify customer is created, create a contact in Insightly and a company in QuickBooks Commerce.
New Shopify customers are added to Insightly as contacts and QuickBooks Commerce as companies in one automated sequence.
S
I
Q
Create an Insightly lead whenever a Shopify order is fulfilled, and update QuickBooks Commerce records.
Fulfilled Shopify orders trigger new leads in Insightly and update your QuickBooks Commerce platform automatically.
S
I
Q
If a Shopify order total exceeds 500 dollars, create a priority lead in Insightly and an order in QuickBooks Commerce.
High-value Shopify orders automatically create priority leads in Insightly and records in QuickBooks Commerce for special handling.
Q
I
S
When a QuickBooks Commerce order is fulfilled, update the Insightly project and add fulfillment details to Shopify.
Fulfilled orders in QuickBooks Commerce update your Insightly project stage and post tracking updates to Shopify.
S
I
Q
Use Claude to categorize new Shopify orders, create an Insightly lead, and log the details in QuickBooks Commerce.
Claude analyzes new Shopify orders for purchasing intent, creating an Insightly lead and updating QuickBooks Commerce automatically.
I
Q
S
S
Turn every new Insightly lead into a QuickBooks Commerce customer, create a draft order in Shopify, and notify your sales team.
Insightly leads become QuickBooks Commerce customers, generate Shopify draft orders, and alert your sales team instantly.

Supported triggers and actions for QuickBooks Commerce and Insightly

Mix and match to build the exact automation you need

QuickBooks Commerce
QuickBooks Commerce Triggers & Actions
Instant
Invoice is created in QuickBooks Commerce
Triggers the automation when any invoice is added or modified
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Instant
Contact is created in QuickBooks Commerce
Triggers the automation when a new contact is created
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Instant
Order is created in QuickBooks Commerce
Triggers the automation when a new order is created
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Instant
Order is fulfilled in QuickBooks Commerce
Triggers the automation when any order is successfully delivered
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Instant
Order fulfillment is created in QuickBooks Commerce
Triggers the automation when a new order fulfillment is created
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Instant
Address is created in QuickBooks Commerce
Triggers the automation when a new address is created
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Instant
Order is finalized in QuickBooks Commerce
Triggers the automation when an order is finalized
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Instant
Company is created in QuickBooks Commerce
Triggers the automation when a new company is created
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Create order in QuickBooks Commerce
Creates a new order
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Create contact in QuickBooks Commerce
Adds a new contact to the database
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Create company in QuickBooks Commerce
Generates a new company profile with given details
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Search company in QuickBooks Commerce
Finds information about a company
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Create address in QuickBooks Commerce
Generates a new address entry
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Search sales order in QuickBooks Commerce
Searches for a sales order with
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Insightly + QuickBooks Commerce?

Streamline your customer data, orders, and fulfillment workflows across Insightly and QuickBooks Commerce with ready-made automation templates.

What you can automate?
🔄
Sync new leads into commerce orders
Automatically generate a QuickBooks Commerce order the moment a new lead is created in Insightly. Eliminate manual copy-pasting between your CRM and retail platform.
📋
Capture every submitted custom field
Map all available lead attributes and custom form answers directly into QuickBooks Commerce customer records. Maintain complete customer profiles without missing key details.
🔔
Alert your team instantly on new orders
Send instant notifications to your sales or fulfillment channel whenever a new order is finalized in QuickBooks Commerce. Keep internal teams aligned on incoming transactions.
🔀
Route records based on submitted criteria
Set up conditional rules to handle VIP leads or high-value orders differently from standard transactions. Direct high-priority records to senior account managers automatically.
✏️
Keep customer records continuously updated
Automatically update Insightly contact details whenever customer information changes in QuickBooks Commerce. Maintain a single source of truth across your entire business stack.
🔍
Prevent duplicate records automatically
Search existing contacts and companies before creating new entries in Insightly or QuickBooks Commerce. Ensure your database stays clean and free of duplicate accounts.
📦
Handle later fulfillment and payment status changes
Update project milestones in Insightly when orders are fulfilled or invoices are finalized in QuickBooks Commerce. Keep your operational pipeline reflecting true status.
🚀
Extend your workflow to messaging apps
Trigger automated Slack messages or Gmail notifications whenever your Insightly and QuickBooks Commerce workflows complete a key step. Keep stakeholders informed effortlessly.
And much more...

Who is Insightly + QuickBooks Commerce integration for?

Connecting Insightly to QuickBooks Commerce eliminates manual data entry for sales and operations teams, ensuring customer orders and lead records stay perfectly aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations managers
Operations managers
Fulfillment teams
Fulfillment teams
Finance directors
Finance directors
📈
Performance marketers
You're running campaigns across multiple channels but your tracking reports only update when someone manually exports lead records, so the metrics you're optimizing against are always hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Sales representatives
You manage incoming prospects in Insightly but rely on operations teams to set up commerce accounts, causing delays before you can follow up — automating both apps means every new contact is registered instantly and your sales follow-ups happen without friction.
🤝
Account managers
You report on client onboarding milestones and project stages, but scattered data between your CRM and inventory platform makes progress hard to track — connecting these apps means every order status change updates your project timeline automatically.
⚙️
Operations managers
You process high volumes of wholesale orders daily, and manually copying customer details from your CRM leads to costly fulfillment mistakes — automating both apps means order records and customer profiles populate without manual transcription.
📦
Fulfillment teams
You own the shipping process and depend on sales reps to hand over order details, resulting in packing delays and frustrated customers — this integration means every approved order triggers immediate fulfillment data in your retail platform.
📊
Finance directors
You audit customer accounts and transaction histories, but find missing order records and unlinked customer profiles across your systems — automating both apps means your financial history stays complete with zero data gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate QuickBooks Commerce + Insightly

Build and manage your QuickBooks Commerce + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect QuickBooks Commerce + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Insightly to QuickBooks Commerce?
Frequently Asked Questions
You can connect Insightly to QuickBooks Commerce in just 1 click using ready-made automation templates on Integrately, or by asking Integrately AI to build the workflow for you. It takes seconds to link your accounts and start syncing contacts, orders, and company data across Shopify, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a QuickBooks Commerce order when a lead is created in Insightly?
Frequently Asked Questions
Can I connect Insightly, QuickBooks Commerce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and QuickBooks Commerce?
Frequently Asked Questions
How are contact updates handled between Insightly and QuickBooks Commerce?
Frequently Asked Questions
Can I sync QuickBooks Commerce orders back to Insightly?
Frequently Asked Questions
Do I need coding skills to automate Insightly and QuickBooks Commerce?
Frequently Asked Questions
Is the Insightly and QuickBooks Commerce integration free?
Frequently Asked Questions
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You Can Also Connect Insightly or QuickBooks Commerce With 1500+ Other Apps

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QuickBooks Commerce
Popular QuickBooks Commerce Integrations
Sync QuickBooks Commerce with accounting, inventory, and reporting tools to keep your retail operations running smoothly.