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Integrate Upsales with Forecast
Send information between Upsales and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in Forecast each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Forecast.
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Create a task in Forecast each time a new order is made in Upsales
Upsales + Forecast
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Build your own integrations between Upsales and Forecast
Connect Upsales and Forecast with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Upsales and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Appointment created
Triggers when a new appointment is created
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Opportunity created
Triggers when a new opportunity is created
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Order created
Triggers when a new order is created
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Company created
Triggers when a new company is created
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User created
Triggers when a new user is created
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Activity created
Triggers when a new activity is created
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Event created
Triggers when a new event is created
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Product created
Triggers when a new product is created
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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New time entry
Triggers when a new time entry is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New project
Triggers when a new project is created
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New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create order
Creates a new order
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Create company
Creates a new company
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Create product
Creates a new product
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Create appointment
Creates a new appointment
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Add person
Adds a new person
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Create client
Creates a new client
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Create time registration
Creates a new time registration
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Create label
Creates a new label
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Create subtask
Creates a new sub task/to-do
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Create project
Creates a new project
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Create task
Creates a new task
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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