Integrate Upsales with Neaktor
Send information between Upsales and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Neaktor 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 Neaktor 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 using the specified task model in Neaktor.
Create a task in Neaktor each time a new order is made in Upsales
Upsales + Neaktor
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Supported triggers and actions
Integrate Upsales and Neaktor 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 deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
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
Add project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
What is Upsales?
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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