Integrate Upsales with DoneDone

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

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Initiate a new task in DoneDone whenever an order is created in Upsales

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in DoneDone 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 task in the selected project in DoneDone.
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Initiate a new task in DoneDone whenever an order is created in Upsales

Upsales + DoneDone

Build your own integrations between Upsales and DoneDone

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Supported triggers and actions

Integrate Upsales and DoneDone 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

Task created

Triggers when a new task is created in the selected project

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

Add comment

Adds a comment to the specified task

Create project

Creates a new project

Create task

Creates a task in the selected project

Update task status

Updates the status of the specified task

Update task priority

Updates the priority of the specified task

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 DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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