Integrate Upsales with Quaderno
Send information between Upsales and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Quaderno each time a new contact is created in Upsales
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Quaderno each time a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow creates a new contact in Quaderno.
Generate a new contact in Quaderno each time a new contact is created in Upsales
Upsales + Quaderno
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Supported triggers and actions
Integrate Upsales and Quaderno 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
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact 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 invoice or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
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.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Technical Engineer, Master Liveaboards
