Integrate Upsales with ClickUp
Send information between Upsales and ClickUp automatically, without writing any code, using Zoho Flow.
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Create a new task in ClickUp when a order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp when a order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a new task in ClickUp when a order is created in Upsales
Upsales + ClickUp
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Supported triggers and actions
Integrate Upsales and ClickUp 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
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
List created
Triggers when a new list is created
Time entry created
Triggers when a new time entry is created
Folder updated
Triggers when any detail of an existing folder is updated
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
Task created
Triggers when a new task is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Folder created
Triggers when a new folder is created
All Actions - Actions are the automated tasks
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
Create folder
Creates a new folder
Create checklist
Creates a checklist for the specified task
Create subtask
Creates a new subtask under the specified task
Create list
Creates a new list
Add comment
Adds a comment to the specified task
Create task using template
Creates a new task using an existing template
Create task
Creates a new task under the selected list
Update list
Updates the details of the specified list
Update task
Updates the details of the specified task
Update task custom field
Updates the details of an existing task custom field
Fetch task
Fetches the details of an existing task by ID and custom fields
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
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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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
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