Connect Zakeke and Insightly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Marketplace Order Item
New Order Item
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 Zakeke and Insightly automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Marketplace Order Item
Triggers when a new a new order item is created for an order coming from a marketplace (such as Etsy) or from a manual order.
New Order Item
Triggers when a new customized order is received and print-ready files are generated.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
Do thisActions
Action is the task that follows automatically within your Zakeke integrations.
Retrieve an order by ID
Retrieve existing an order by ID.
Get an order by code
Retrieve an order by code.
Retrieve a design by ID
Retrieve relevant data about a design.
Retrieve print-ready file with a given file format
Retrieve print-ready file with a given file format.
Create Record
Creates a Record.
Update Record
Updates a Record
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Frequently Asked Questions
To start, connect both your Zakeke and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Zakeke triggers actions in Insightly (or vice versa).
Absolutely. You can customize how Zakeke 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 Zakeke 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 Zakeke 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 Zakeke
Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.
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.
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