Connect Shopify and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Order Deleted
Order Cancelled
Order Paid
Customer Updated
Product Updated
New Collection
Collection Updated
New Segment
Segment Updated
New Company
Company Updated
New Location
Location Updated
Location Deactivated
Watch Product
Abandoned Checkout
Choose an Action
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Ready to use Shopify and Insightly automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created to Shopify account
New Order
Triggers when a new order is created.
New Product
Triggers when a new product is created to Shopify account.
Order Deleted
Triggers when a order is deleted in Shopify account.
Order Cancelled
Triggers when a order is cancelled in Shopify account.
Order Paid
Triggers when a order is paid in Shopify account.
Do thisActions
Action is the task that follows automatically within your Shopify integrations.
Create Customer
Create a new Shopify customer with contact info, optional addresses, tax settings, tags, and marketing consents.
Find a Customer
Find a customer by Name and Email.
Create Order
Create a new order
Find Product Variant by Title
Find product variant by title search
Get all Orders
Get a list of all the order.
Create Product
Create a new Shopify product with title, description, vendor, type, tags, options, SEO metadata, and publish status.
Know More About Shopify and Insightly Integrations
A Step by Step Guide to Automate Customer Communication
Transform your customer communication strategy with our step-by-step automation guide. Learn how to enhance engagement and efficiency in your business operations.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Step by step guides to integrate Shopify and Insightly
Frequently Asked Questions
To start, connect both your Shopify and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Shopify triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Shopify data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.
The data sync between Shopify and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Shopify and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Shopify
Shopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.