Integrate Upsales with Agiled
Send information between Upsales and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Agiled 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 add a new task to Agiled whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Agiled.
Create a new task in Agiled when a new order is created in Upsales
Upsales + Agiled
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Supported triggers and actions
Integrate Upsales and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Order placed
Triggers when a new order is placed
User created
Triggers when a new user is created
Appointment created
Triggers when a new appointment is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Lead created
Triggers when a new lead is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create order
Creates a new order
Create activity
Creates a new activity
Create product
Creates a new product
Create contract
Creates a new contract
Create project
Creates a new project
Create employee
Creates a new employee
Create expense
Creates a new expense
Create product
Creates a new product
Create lead
Creates a new lead
Create ticket
Creates a new ticket
Create task
Creates a new task
Create client
Creates a new client
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contract
Updates the details of an existing contract
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
