Integrate Upsales with Agiled
Send information between Upsales and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Agiled when a new order is created in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Agiled whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Agiled.
Create a new task in Agiled when a new order is created in Upsales
Upsales + Agiled
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Supported triggers and actions
Integrate Upsales and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
Client created
Triggers when a new client is created
Product created
Triggers when a new product is created
Lead created
Triggers when a new lead is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Create task
Creates a new task
Create project
Creates a new project
Create contract
Creates a new contract
Create employee
Creates a new employee
Create product
Creates a new product
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create lead
Creates a new lead
Create client
Creates a new client
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
What is Upsales?
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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Learn more >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
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
