Integrate Upsales with Breeze

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

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Create a new task in Breeze when a new order is created in Upsales

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Breeze each time a new order is made 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 Breeze.
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Create a new task in Breeze when a new order is created in Upsales

Upsales + Breeze

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Supported triggers and actions

Integrate Upsales and Breeze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Order placed

Triggers when a new order is placed

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Task updated

Triggers when a task is updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create task

Creates a new task

Create to-do

Creates a new to-do in to-do list

Create to-do list

Creates a new to-do list for a task

Create project

Creates a new project

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

What is Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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Technical Engineer, Master Liveaboards

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