Integrate Upsales with DoneDone

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

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Initiate a new task in DoneDone whenever an order is created in Upsales

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in DoneDone 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 task in the selected project in DoneDone.
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Initiate a new task in DoneDone whenever an order is created in Upsales

Upsales + DoneDone

Build your own integrations between Upsales and DoneDone

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Supported triggers and actions

Integrate Upsales and DoneDone 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

Task created

Triggers when a new task is created in the selected project

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 task

Creates a task in the selected project

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Update task priority

Updates the priority of the specified task

Update task status

Updates the status of the specified task

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.

What is DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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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.

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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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Sales Director, Artico

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CEO, OpIndia

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

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