Integrate Upsales with Trigger

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

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Create a task in Trigger each time a new order is made in Upsales

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Trigger whenever an order is created in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in the selected project in Trigger.
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Create a task in Trigger each time a new order is made in Upsales

Upsales + Trigger

Build your own integrations between Upsales and Trigger

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Supported triggers and actions

Integrate Upsales and Trigger 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

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created in the selected project

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 project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task in the selected project

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 Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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