Integrate Upsales with Yodiz
Send information between Upsales and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yodiz when a new order is created 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 Yodiz 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 the selected user story in Yodiz.
Create a new task in Yodiz when a new order is created in Upsales
Upsales + Yodiz
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Supported triggers and actions
Integrate Upsales and Yodiz 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 user story
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Issue created
Triggers when a new issue 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 issue
Creates a new issue
Update issue
Updates the details of an existing issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Create epic
Creates a new epic
Update task
Updates the details of an existing task
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
