Integrate Upsales with Toodledo
Send information between Upsales and Toodledo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Toodledo when a new order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Toodledo each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task with no folder assigned in Toodledo.
Create a new task in Toodledo when a new order is created in Upsales
Upsales + Toodledo
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Supported triggers and actions
Integrate Upsales and Toodledo 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
New Folder
Triggers when a new folder is created
New Task
Triggers when a new task is created
New Note
Triggers when a new note 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
Creater Folder
Creates a new folder
Create Task
Creates a new task with no folder assigned
Create Note
Creates a new note in the selected folder
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 Toodledo?
Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.
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.
Learn more >
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
