Integrate Upsales with Todoist

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

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Create a task in Todoist each time a new order is made in Upsales

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Todoist each time a new order is made 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 Todoist.
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Create a task in Todoist each time a new order is made in Upsales

Upsales + Todoist

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Supported triggers and actions

Integrate Upsales and Todoist 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

Incomplete task added

Triggers when an incomplete task is added to the selected project

Project created

Triggers when a new project is created

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

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 comment to task

Adds a comment to a task

Create project

Creates a new project

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Invite user to project

Invites a user to a project by email

Archive project

Archives the specified project

Mark task as completed

Marks the specified task as completed

Update task

Updates the details of an existing task

Move task

Moves the specified task to the selected project

Mark task as incomplete

Marks the specified task as incomplete

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

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 Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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.

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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