Integrate Insightly with Stripe

Send information between Insightly and Stripe automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Insightly whenever an order is created in Stripe

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Insightly when a order is created in Stripe.

How it works
  1. The flow triggers when a new order is created in Stripe.
  2. Zoho Flow creates a new task in Insightly.
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Initiate a new task in Insightly whenever an order is created in Stripe

Stripe + Insightly

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Supported triggers and actions

Integrate Insightly and Stripe using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New session created

Triggers when a new session is created

Plan created

Triggers when a new Stripe plan is created

Order created

Triggers when a new order is created

Payout created

Triggers when a payout is created

Coupon added

Triggers when a new Stripe coupon is added

Customer added

Triggers when a new customer is added

Payment created

Triggers when a new payment is created

Refund created

Triggers when a new refund is created

Credit charge created

Triggers when a credit card is charged

Invoice item listed

Triggers when a new invoice item is listed

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Create invoice item

Creates a new invoice item

Create plan

Creates a new plan

Create subscription

Creates a new subscription

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Create coupon code

Creates a new coupon code

Create product

Creates a new product

Update customer

Updates an existing customer

Fetch payment

Fetches the details of an existing payment by ID

Fetch promo code

Fetches the details of an existing promo code by its ID

Fetch invoice

Fetches the details of an existing invoice

Find customer payment method

Finds a customer's payment method

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch coupon code

Fetches the details of an existing coupon code by its ID

Fetch plan

Fetches a plan by nick name or plan ID

Fetch order

Fetches an order by ID

Fetch product

Fetches a product by name or ID

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.

What is Stripe?

Stripe provides a technical interface to process payments in your app or website. You can include trials, coupons, and your preferred payment methods.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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

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

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

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