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Integrate Upsales with Swit
Send information between Upsales and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in Swit each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Swit 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 task in the selected project in Swit.
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Create a task in Swit each time a new order is made in Upsales
Upsales + Swit
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Build your own integrations between Upsales and Swit
Connect Upsales and Swit 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 Swit 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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Task created
Triggers when a new task is created in the selected project
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Idea posted
Triggers when a new idea is posted on the selected channel
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Message posted
Triggers when a new message is posted on the selected channel
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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Create idea
Posts an idea on the selected channel
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Create comment on task
Posts a comment on the selected task
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Create task
Creates a task in the selected project
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Create project
Creates a project in the selected workspace
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Create message
Posts a message on the selected channel
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Fetch project
Fetches the details of an existing project by name
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Fetch task
Fetches the details of an existing task
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 Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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