Integrate Upsales with Workast
Send information between Upsales and Workast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Workast each time a new order is made in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Workast when a 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 Workast.
Create a task in Workast each time a new order is made in Upsales
Upsales + Workast
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Supported triggers and actions
Integrate Upsales and Workast 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 a space
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 Space
Creates a new Space
Mark task as completed
Marks a task as completed
Move task
Move tasks between Spaces
Fetch user
Fetches the details of an existing user by email address
What is Workast?
Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.
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Technical Engineer, Master Liveaboards
