Integrate Upsales with Favro
Send information between Upsales and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Favro when a new order is created in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Favro 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 new task in a card in Favro.
Create a new task in Favro when a new order is created in Upsales
Upsales + Favro
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Supported triggers and actions
Integrate Upsales and Favro 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
Card updated
Triggers when any field (except comments) of a card is changed
Task created
Triggers when a new task is created in a card
Card created
Triggers when a card is created
Card committed
Triggers when a card is committed to another widget
Card moved
Triggers when a card is moved on a widget
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 task
Creates a new task in a card
Create task list
Create a new task list in card
Create card
Creates a new card
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 Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
Similar apps
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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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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
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
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Technical and Operations Head, TruAct
