Integrate Upsales with Breeze

Send information between Upsales and Breeze automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new task in Breeze when a new order is created in Upsales

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Breeze each time a new order is made in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Breeze.
+

Create a new task in Breeze when a new order is created in Upsales

Upsales + Breeze

Build your own integrations between Upsales and Breeze

Connect Upsales and Breeze 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 Breeze 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

Project created

Triggers when a new project is created

Task updated

Triggers when a task is updated

Task created

Triggers when a new task 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 to-do list

Creates a new to-do list for a task

Create project

Creates a new project

Create task

Creates a new task

Create to-do

Creates a new to-do in to-do list

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.

What is Breeze?

Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.

Project Management

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 >

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

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY