Integrate Upsales with Monday

Send information between Upsales and Monday automatically, without writing any code, using Zoho Flow.

Build your own integrations between Upsales and Monday

Connect Upsales and Monday 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 Upsales and Monday using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Event created

Triggers when a new event is created

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

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Board created

Triggers when a new board is created

Item created in board

Triggers when a new item is created in the selected board

Member added

Triggers when a new member is added

Update posted

Triggers when an update is posted

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

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 item

Creates a new item in the selected board

Create board

Creates a new board

Create update

Creates an update for the selected item

Update column values in item

Updates the value of a column in the specified item

Fetch user

Fetches the details of an existing user by email or ID

Fetch board

Fetches the details of an existing board by board ID

Create or fetch tag

Fetches the details of an existing tag if it exists or else creates a new tag

Fetch item

Fetches the details of an existing item by name or ID

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.

What is Monday?

Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY