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

Build your own integrations between Insightly and Stripe

Connect Insightly and Stripe with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Stripe using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

Plan created

Triggers when a new Stripe plan is created

Invoice item listed

Triggers when a new invoice item is listed

Order created

Triggers when a new order is created

Customer added

Triggers when a new customer is added

New session created

Triggers when a new session is created

Credit charge created

Triggers when a credit card is charged

Payment created

Triggers when a new payment is created

Coupon added

Triggers when a new Stripe coupon is added

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

Create invoice item

Creates a new invoice item

Create customer

Creates a new customer

Create coupon code

Creates a new coupon code

Create plan

Creates a new plan

Create invoice

Creates a new invoice

Create subscription

Creates a new subscription

Create product

Creates a new product

Update customer

Updates an existing customer

Fetch coupon code

Fetches an existing coupon code by it's ID

Find customrer payment method

Finds a customer's payment method

Fetch customer

Fetches an existing customer by unique Stripe ID and email address

Fetch invoice

Fetches the details of an existing invoice

Fetch charge

Fetches an existing charge by unique Stripe ID

Fetch product

Fetches a product by name or ID

Fetch order

Fetches an order by ID

Fetch plan

Fetches a plan by nick name or plan 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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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