Integrate Upflow with Otter Blocks
Send information between Upflow and Otter Blocks automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upflow and Otter Blocks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Form entry submitted
Triggers when a new form entry is submitted
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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What is Otter Blocks?
Otter Blocks is a page builder WordPress plugin that provides users with page-building blocks and templates for their WordPress site.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
