Integrate Upsales with Forecast
Send information between Upsales and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Forecast each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Forecast.
Create a task in Forecast each time a new order is made in Upsales
Upsales + Forecast
Build your own integrations between Upsales and Forecast
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Supported triggers and actions
Integrate Upsales and Forecast 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
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project 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 project
Creates a new project
Create time registration
Creates a new time registration
Create task
Creates a new task
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is Upsales?
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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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