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Insightly + Shopify

Create records in Insightly for every new order in Shopify

Streamline your sales and customer management process with this smart workflow. Whenever a new order is placed in Shopify, it generates a record in Insightly. This automation helps you keep your sales data up to date in Insightly without the need for manual entries, saving you time and eliminating the risk of errors. Enhance your efficiency and keep your focus on growing your business.

Streamline your sales and customer management process with this smart workflow. Whenever a new order is placed in Shopify, it generates a record in Insightly. This automation helps you keep your sales data up to date in Insightly without the need for manual entries, saving you time and eliminating the risk of errors. Enhance your efficiency and keep your focus on growing your business.

  1. When this happens...
    ShopifyShopify
    New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It

    • Abandoned Cart Age (Hours)Required

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It

    • BlogRequired

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Fulfilled Order

    Triggers when an order is fulfilled (with line item support).

    Trigger
    Instant
    Try It
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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shopify logo
shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn more

Related categories