Integrate Upsales with JobNimbus
Send information between Upsales and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in JobNimbus each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus 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 JobNimbus.
Create a task in JobNimbus each time a new order is made in Upsales
Upsales + JobNimbus
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Supported triggers and actions
Integrate Upsales and JobNimbus 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
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created
Triggers when a new job is created
Task created
Triggers when a new task is created
Activity updated
Triggers when the details of an existing activity are updated
Job updated
Triggers when the details of an existing job are updated
Job created or updated
Triggers when a job is created or updated
Task updated
Triggers when the details of an existing task are updated
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create task
Creates a new task
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update job
Updates the details of an existing job
Update activity
Updates the details of an existing activity
Update task
Updates the details of an existing task
Fetch job
Fetches the details of an existing job using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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 >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
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Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
