

Integrate Upsales with Insightful
Send information between Upsales and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in Insightful each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Insightful each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Insightful.


Create a task in Insightful each time a new order is made in Upsales
Upsales + Insightful

Build your own integrations between Upsales and Insightful
Connect Upsales and Insightful with over 800+ 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 Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Opportunity created
Triggers when a new opportunity is created

Appointment created
Triggers when a new appointment 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

Employee created
Triggers when a new employee is created

Project created
Triggers when a new project is created

Task created
Triggers when a new task is created

Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks

Create contact
Creates a new contact

Create activity
Creates a new activity

Create order
Creates a new order

Create product
Creates a new product

Create company
Creates a new company

Create appointment
Creates a new appointment

Create team
Creates a new team

Create employee
Creates a new employee

Create project
Creates a new project

Create task
Creates a new task

Update task
Updates the details of an existing task

Update team
Updates the details of an existing team

Deactivate employee
Deactivates an existing employee

Update project
Updates the details of an existing project

Update employee
Updates the details of an existing employee

Fetch project
Fetches the details of an existing project using ID

Fetch employee
Fetches the details of an existing employee using ID

Fetch task
Fetches the details of an existing task using ID

Fetch team
Fetches the details of an existing team using ID
What is Upsales?
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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 >