Integrate Upsales with Taskworld

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

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Create a new task in Taskworld when a order is created in Upsales

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Taskworld whenever a new order is placed in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Taskworld.
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Create a new task in Taskworld when a order is created in Upsales

Upsales + Taskworld

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Supported triggers and actions

Integrate Upsales and Taskworld 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

Project created

Triggers when a new project is created

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

Add task to task list

Adds a task to a task list in the specified project and workspace

Create message

Creates a message in the selected workspace

Create task

Creates a new task

Create project

Creates a new project

Create tag

Creates a new tag

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user

Fetch tag

Fetches the details of an existing tag

Fetch task

Fetches the details of an existing task

Remove tag from task

Removes an existing tag from the specified 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.

What is Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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Webhook triggers

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Logic

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

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Custom functions

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

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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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