Integrate Upsales with Toggl Track

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

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Create a task in Toggl Track each time a new order is made in Upsales

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Toggl Track 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 the selected project in Toggl Track.
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Create a task in Toggl Track each time a new order is made in Upsales

Upsales + Toggl Track

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Supported triggers and actions

Integrate Upsales and Toggl Track 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 updated

Triggers when a project is updated in the selected workspace

Client created

Triggers when a new client is created in the selected workspace

Tag created

Triggers when a new tag is created in the selected workspace

Time entry updated

Triggers when a time entry is updated

Time entry created

Triggers when a new time entry is created

Task updated

Triggers when a task is updated in the selected workspace

Client updated

Triggers when a client is updated in the selected workspace

Project created

Triggers when a new project is created in the selected workspace

Task created

Triggers when a new task is created in the selected workspace

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

Create project

Creates a new project in the selected workspace

Create client

Creates a new client in the selected workspace

Create task

Creates a new task in the selected project

Fetch project

Fetches the details of an existing project by ID or name

Fetch time entry

Fetches the details of existing time entry by ID or start and end date

Fetch task

Fetches the details of an existing task by ID

Fetch client

Fetches the details of the existing client by ID or name

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 Toggl Track?

Toggl Track is a time tracking application that lets you manage projects across teams and make better business decisions. It provides tools for team planning, profitability analysis, and more.

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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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

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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