Integrate Insightly with Upsales
Send information between Insightly and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Insightly whenever an order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Insightly whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Insightly.
Initiate a new task in Insightly whenever an order is created in Upsales
Upsales + Insightly
Generate a new contact in Upsales each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Upsales whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Upsales.
Generate a new contact in Upsales each time a new contact is created in Insightly
Insightly + Upsales
Build your own integrations between Insightly and Upsales
Connect Insightly and Upsales with over 1000+ 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 Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
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.
Similar apps
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
