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