Integrate Swapcard with Upsales
Send information between Swapcard and Upsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Swapcard and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Meeting added
Triggers when a new meeting is added for an event
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
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
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create meeting
Creates a new meeting
Update product
Updates the details of an existing product
Update meeting
Updates the details of an existing meeting
Fetch person
Fetches the details of an existing person by email address
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 Swapcard?
Swapcard is a leading event and community platform when it comes to running large and complex in-person, hybrid, and virtual events.
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.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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