Connect Shopify to Insightly

Use 8 documented Shopify triggers to run 3 documented Insightly actions.

8 source triggers

3 target actions

Reverse direction supported

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Why Connect Shopify & Insightly?

Start with a Shopify event

Choose from 8 documented triggers, including Collection Updated (Instant), New Abandoned Cart, New Article.

Run a Insightly action

Send the event into one of 3 documented actions, such as Create Contact, Create Task, List Category Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Shopify

Triggers (8)

Collection Updated (Instant)

Emit new event whenever a collection is updated, including whenever products are added or removed from a collection.

webhook

New Abandoned Cart

Emit new event each time a user abandons their cart.

polling

New Article

Emit new event for each new article in a blog.

polling

New Customer Data Request

Emit new customer data requests for data via a GDPR request.

polling

New Event Emitted (Instant)

Emit new event for each new Shopify event.

webhook

New Page

Emit new event for each new page published.

polling

New product added to custom collection

Emit new event each time a product is added to a custom collection.

polling

New Product Created (Instant)

Emit new event for each product added to a store.

webhook

Actions (24)

Add Products to Custom Collection

Adds a product or products to a custom collection. See the documentation

Add Tags

Add tags. See the documentation

Bulk Import

Execute bulk mutations by uploading a JSONL file containing mutation variables. See the documentation

Create Article

Create a new blog article. See the documentation

Create Blog

Create a new blog. See the documentation

Create Custom Collection

Create a new custom collection. See the documentation

Create Metafield

Creates a metafield belonging to a resource. See the documentation

Create Metaobject

Creates a metaobject. See the documentation

Create Page

Create a new page. See the documentation

Create Product

Create a new product. See the documentation

Create Product Variant

Create a new product variant. See the documentation

Create Smart Collection

Creates a smart collection. You can fill in any number of rules by selecting more than one option in each prop.See the documentation

Delete Article

Delete an existing blog article. See the documentation

Delete Blog

Delete an existing blog. See the documentation

Delete Metafield

Deletes a metafield belonging to a resource. See the documentation

Delete Page

Delete an existing page. See the documentation

Get Articles

Retrieve a list of all articles from a blog. See the documentation

Get Assigned Fulfillment Orders

Retrieve a list of fulfillment orders assigned to a merchant location. See the documentation

Get Customer

Retrieve a single customer by ID. See the documentation

Get Customers

Retrieve a list of customers. See the documentation

Get Draft Order

Retrieve a single draft order by ID. See the documentation

Get Draft Orders

Retrieve a list of draft orders. See the documentation

Get Fulfillment

Retrieve a fulfillment, including tracking info, status, and delivery timestamps. See the documentation

Get Fulfillment Order

Retrieve a single fulfillment order by ID. See the documentation

Insightly

Triggers (3)

Deleted Record

Emit new event when a record is deleted.

polling

New Record

Emit new event when a new record is created.

polling

Updated Record

Emit new event when a new record is created.

polling

Actions (3)

Create Contact

Creates a new contact. See documentation

Create Task

Creates a new task. See documentation

List Category Options

Retrieves available options for the Category field.

Integration Features

8 documented Shopify triggers

3 documented Insightly actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Insightly to Shopify direction

Capability Examples

Shopify trigger → Insightly action

Catalog example

Shopify

Collection Updated (Instant)

Insightly

Create Contact

Insightly trigger → Shopify action

Reverse direction

Insightly

Deleted Record

Shopify

Add Products to Custom Collection

How It Works

Connect Apps

Authenticate your Shopify and Insightly accounts

Choose a Trigger

Select a documented Shopify event

Choose an Action

Select the documented Insightly operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 8 documented Shopify triggers.

Automated Actions

Run one of 3 documented Insightly actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Insightly to Shopify for bidirectional automation

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Connect Shopify to Insightly

Why Connect Shopify & Insightly?

Start with a Shopify event

Run a Insightly action

Map and review the workflow

Available Triggers & Actions

Shopify

Triggers (8)

Actions (24)

Insightly

Triggers (3)

Actions (3)

Integration Features

Capability Examples

Shopify trigger → Insightly action

Insightly trigger → Shopify action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Shopify to Insightly direction supported?

Which Shopify triggers are available?

Which Insightly actions are available?

Can I also connect Insightly to Shopify ?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Shopify Integrations

All Insightly Integrations

Popular Integrations

More Insightly Integrations

Ready to Connect Shopify & Insightly?