Integrate Productive with Upsales

Send information between Productive and Upsales automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Productive.
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Create a new task in Productive when a new order is created in Upsales

Upsales + Productive

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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
  1. The flow triggers when a new contact is added in Productive.
  2. Zoho Flow creates a new contact in Upsales.
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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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

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!

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Head of Operations, AAA Band Rentals

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Toto

Technical Engineer, Master Liveaboards

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