Integrate Upflow with Planio
Send information between Upflow and Planio automatically, without writing any code, using Zoho Flow.
Build your own integrations between Upflow and Planio
Connect Upflow and Planio 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 Upflow and Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
Issue added
Triggers when a new issue is added
All Actions - Actions are the automated tasks
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
Update company
Updates the details of an existing company
Create issue
Creates a new issue
Add company
Adds a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
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.
Similar apps
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
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.
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