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Integrate Upsales with Teamwork Projects
Send information between Upsales and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Teamwork Projects when a order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Teamwork Projects 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 the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects when a order is created in Upsales
Upsales + Teamwork Projects
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Build your own integrations between Upsales and Teamwork Projects
Connect Upsales and Teamwork Projects with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Upsales and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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User created
Triggers when a new user is created
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Opportunity created
Triggers when a new opportunity is created
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Appointment created
Triggers when a new appointment is created
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Order placed
Triggers when a new order is placed
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Event created
Triggers when a new event is created
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Contact created
Triggers when a new contact is created
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Activity created
Triggers when a new activity is created
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Product created
Triggers when a new product is created
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New person in project
Triggers when a new person is added in the selected project
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New message
Triggers when a new message is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New project
Triggers when a new project is created
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New person
Triggers when a new person is added
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New task
Triggers when a new task is created in the selected project
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New company
Triggers when a new company is created
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New task list
Triggers when a new task list is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create product
Creates a new product
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Create order
Creates a new order
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create appointment
Creates a new appointment
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Create message
Creates a new message in the selected project
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Create project
Creates a new project
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Create time entry
Creates a new time entry in the selected project
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Create task
Creates a new task in the selected task list
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Create company
Creates a new company
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Fetch tag
Fetches the details of a tag by ID or name
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Fetch project
Fetches the details of an existing project
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Fetch person
Fetches the details of a person by person ID or email address
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Fetch task
Fetches the details of an existing task
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Fetch company
Fetches the details of an existing company
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.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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