Integrate Upsales with Toodledo

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

Explore prebuilt integration flows to get started

[esc]

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

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Toodledo 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 with no folder assigned in Toodledo.
+

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

Upsales + Toodledo

Build your own integrations between Upsales and Toodledo

Connect Upsales and Toodledo with over 800+ 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 Toodledo 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

New Note

Triggers when a new note is created

New Folder

Triggers when a new folder is created

New Task

Triggers when a new task 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

Create Task

Creates a new task with no folder assigned

Creater Folder

Creates a new folder

Create Note

Creates a new note in the selected folder

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 Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes Team Collaboration

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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.

Neville Mader

Director, Perth Security Services

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY