Integrate Upsales with Swit
Send information between Upsales and Swit automatically, without writing any code, using Zoho Flow.
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Create a task in Swit each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Swit when a order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a task in the selected project in Swit.
Create a task in Swit each time a new order is made in Upsales
Upsales + Swit
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Supported triggers and actions
Integrate Upsales and Swit 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
Message posted
Triggers when a new message is posted on the selected channel
Idea posted
Triggers when a new idea is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
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 message
Posts a message on the selected channel
Create idea
Posts an idea on the selected channel
Create project
Creates a project in the selected workspace
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing task
What is Upsales?
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
