Integrate Upsales with awork
Send information between Upsales and awork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in awork each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in awork whenever an order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in the selected project in awork.
Create a task in awork each time a new order is made in Upsales
Upsales + awork
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Supported triggers and actions
Integrate Upsales and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Activity created
Triggers when a new activity is created
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Project status updated
Triggers when a project status is updated
Project created
Triggers when a new project is created
Task status updated
Triggers when a task status is updated
Task created
Triggers when a new task is created in a project
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
Create appointment
Creates a new appointment
Create project task
Creates a new project task
Add client
Creates a new client
Create project
Creates a new project
Update task status
Changes the status of the specified task
Update project status
Changes the status of the selected project
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 awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
Similar apps
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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