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Integrate Upsales with Forecast
Send information between Upsales and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in Forecast each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast 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 Forecast.
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Create a task in Forecast each time a new order is made in Upsales
Upsales + Forecast
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Build your own integrations between Upsales and Forecast
Connect Upsales and Forecast 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity created
Triggers when a new opportunity is created
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Order placed
Triggers when a new order is placed
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User created
Triggers when a new user is created
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Appointment created
Triggers when a new appointment is created
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Activity created
Triggers when a new activity is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Event created
Triggers when a new event is created
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Contact created
Triggers when a new contact is created
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New person
Triggers when a new person is added
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New milestone
Triggers when a new milestone is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create appointment
Creates a new appointment
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Create order
Creates a new order
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Create activity
Creates a new activity
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Create product
Creates a new product
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Create subtask
Creates a new sub task/to-do
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Create label
Creates a new label
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Create project
Creates a new project
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Create sprint
Creates a new sprint in the selected project
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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