![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Integrate Upsales with Insightly
Send information between Upsales and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Initiate a new task in Insightly whenever an order is created in Upsales
Upsales + Insightly
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
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.
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Generate a new contact in Upsales each time a new contact is created in Insightly
Insightly + Upsales
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Upsales and Insightly
Connect Upsales and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Upsales and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Contact created
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Appointment created
Triggers when a new appointment is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Opportunity created
Triggers when a new opportunity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Order created
Triggers when a new order is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Company created
Triggers when a new company is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
User created
Triggers when a new user is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Activity created
Triggers when a new activity is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Event created
Triggers when a new event is created
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Product created
Triggers when a new product is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create activity
Creates a new activity
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create order
Creates a new order
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create company
Creates a new company
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create product
Creates a new product
![](https://flow-au-public.nimbuspop.com/flow-apps/upsales.png)
Create appointment
Creates a new appointment
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
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
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
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