Integrate Veeqo with Insightly

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

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

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in Veeqo.

How it works
  1. The flow triggers when a new order is recieved in Veeqo.
  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 Veeqo

Veeqo + Insightly

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Supported triggers and actions

Integrate Veeqo and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product added

Triggers when a new product is added

Product updated

Triggers when an existing product is updated

Warehouse created

Triggers when a new warehouse is created

Purchase order received

Triggers when a new purchase order is recieved

Customer created

Triggers when a new customer is created

Store created

Triggers when a new store is created

Order received

Triggers when a new order is recieved

Supplier added

Triggers when a new supplier is added

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create warehouse

Creates a new warehouse

Create order

Creates a new order

Create supplier

Creates a new supplier

Create delivery method

Creates a new delivery method

Create customer

Creates a new customer

Add internal note for order

Adds an internal note for existing order by order ID

Update product

Updates the details of the specified product

Update supplier

Updates the details of an existing supplier

Update customer

Updates the details of an existing customer

Update order

Updates the details of an existing order by order ID

Add product

Adds a new product

Fetch order

Fetches the details of an existing order

Fetch product by search term

Fetches the details of an existing product by search term

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Project

Creates a new project

Create Contact

Creates a new contact

What is Veeqo?

Veeqo is an inventory and shipping platform for e-commerce that lets you sync inventory across channels, ship orders, and run your warehouse through an app.

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.

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.

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Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.

Greg Szabo

Operations Manager, Relay Inc.

We started using both from the beginning, but since swapping [to Zoho], 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.

Owain ap Rees

Director of Sales, Artico

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