Integrate Upsales with JobNimbus
Send information between Upsales and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in JobNimbus each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus 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 JobNimbus.
Create a task in JobNimbus each time a new order is made in Upsales
Upsales + JobNimbus
Build your own integrations between Upsales and JobNimbus
Connect Upsales and JobNimbus 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 JobNimbus 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
Task created
Triggers when a new task is created
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Task updated
Triggers when the details of an existing task are updated
Activity updated
Triggers when the details of an existing activity are updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Job updated
Triggers when the details of an existing job are updated
Job created
Triggers when a new job 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 contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using 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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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.
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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
