Integrate Upsales with Redbooth
Send information between Upsales and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Redbooth when a order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Redbooth each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Redbooth.
Create a new task in Redbooth when a order is created in Upsales
Upsales + Redbooth
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Supported triggers and actions
Integrate Upsales and Redbooth 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 notification
Triggers when you have a new notification
New task list
Triggers when a new task list is created
New task
Triggers when a new task is created
New workspace
Triggers when a new workspace is created in the selected organization
New organization
Triggers when a new organization 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
Add comment
Adds a new comment
Create task
Creates a new task
Create organization
Creates a new organization
Create task list
Creates a new task list
Create workspace
Creates a new workspace in the selected organization
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 Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
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
Siddharth Ahuja
CEO, Fabricroot
