Integrate Upsales with Yanado
Send information between Upsales and Yanado automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yanado when a new order is created in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Yanado each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Yanado.
Create a new task in Yanado when a new order is created in Upsales
Upsales + Yanado
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Supported triggers and actions
Integrate Upsales and Yanado 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
Comment created
Triggers when a new comment is created
Task created
Triggers when a new task is created
Email task created
Triggers when a new email 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 from email
Creates a new task from the specified email
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using task ID
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 Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
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
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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.
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