Integrate Upsales with Podio
Send information between Upsales and Podio automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Podio whenever an order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Podio whenever an order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Podio.
Initiate a new task in Podio whenever an order is created in Upsales
Upsales + Podio
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Supported triggers and actions
Integrate Upsales and Podio 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
Update Item
Triggers when an existing item is updated
New Organization
Triggers when a new organization is created
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
New Application
Triggers when a new app is created in the selected workspace
New Workspace
Triggers when a new workspace is created
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 Status
Creates a new status in the selected workspace
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.
Similar apps
What is Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
Similar apps
Build comprehensive workflows using
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.
Learn more >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
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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!
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
