Integrate Upsales with Redbooth

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

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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
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Redbooth.
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Create a new task in Redbooth when a order is created in Upsales

Upsales + Redbooth

Build your own integrations between Upsales and 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.

What is Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

Project Management

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.

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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CEO, Fabricroot

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