Integrate Productive with Upsales
Send information between Productive and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Productive when a new order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Productive 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 Productive.
Create a new task in Productive when a new order is created in Upsales
Upsales + Productive
Create a new contact in Upsales whenever a new contact is created in Productive
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Upsales each time a new contact is created in Productive.
How it works
- The flow triggers when a new contact is added in Productive.
- Zoho Flow creates a new contact in Upsales.
Create a new contact in Upsales whenever a new contact is created in Productive
Productive + Upsales
Build your own integrations between Productive and Upsales
Connect Productive 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 Productive and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Booking created
Triggers when a new booking is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract 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 contract
Creates a new contract
Create booking
Creates a new booking
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create contact
Creates a new contact
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update booking
Updates the details of an existing booking
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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.
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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
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
