Integrate Upsales with Zingtree
Send information between Upsales and Zingtree automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upsales and Zingtree 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 Session in Tree
Triggers when a new session is created in the selected tree
New Session
Triggers when a new session 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
Fetch Session Details
Fetches details about the selected session
Fetch Session Note
Fetches agent-entered notes for the selected session
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 Zingtree?
Zingtree is a customer support tool that makes building and sharing interactive decision trees easy. You can publish and integrate trees, watch every session, and use analytics to assess the performance specifics.
Similar apps
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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