Integrate SmartSuite with Upflow

Send information between SmartSuite and Upflow automatically, without writing any code, using Zoho Flow.

Build your own integrations between SmartSuite and Upflow

Connect SmartSuite and Upflow with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate SmartSuite and Upflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Record created

Triggers when a new record is created in an application

Solution created

Triggers when a new solution is created

Comment created

Triggers when a new comment is created

App created

Triggers when a new app is created

Record updated

Triggers when the details of an existing record is updated in an application

Payment created

Triggers when a new payment is created

Customer added

Triggers when a new customer is added

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create solution

Creates a new solution

Create comment

Creates a new comment

Create app

Creates a new app

Create record

Creates a new record in an app

Update record

Updates the details of an existing record

Fetch record

Fetches the details of an existing record using ID

Fetch comment

Fetches the details of an existing comment using ID

Fetch App

Fetches the details of an existing app using ID

Fetch solution

Fetches the details of an existing solution using ID

Create customer

Creates a new customer

Create payment

Creates a payment entry

Create customer contact

Creates a new customer contact

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer

What is SmartSuite?

SmartSuite is a collaborative work management platform that helps organizations plan, overlook, manage, and track any workflows.

What is Upflow?

Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.

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.

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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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