

Integrate Upsales with JobNimbus
Send information between Upsales and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in JobNimbus each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus 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 JobNimbus.


Create a task in JobNimbus each time a new order is made in Upsales
Upsales + JobNimbus

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Supported triggers and actions
Integrate Upsales and JobNimbus 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

Contact updated
Triggers when the details of an existing contact are updated

Contact created or updated
Triggers when a contact is created or updated

Job updated
Triggers when the details of an existing job are updated

Task created or updated
Triggers when a task is created or updated

Activity created
Triggers when a new activity is created

Job created
Triggers when a new job is created

Job created or updated
Triggers when a job is created or updated

Contact created
Triggers when a new contact is created

Activity created or updated
Triggers when an activity is created or updated

Activity updated
Triggers when the details of an existing activity are updated

Task created
Triggers when a new task is created

Task updated
Triggers when the details of an existing task are updated
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 task
Creates a new task

Create activity
Creates a new activity

Create contact
Creates a new contact

Create job
Creates a new job

Update task
Updates the details of an existing task

Update contact
Updates the details of an existing contact

Update activity
Updates the details of an existing activity

Update job
Updates the details of an existing job

Fetch task
Fetches the details of an existing task using ID

Fetch job
Fetches the details of an existing job using ID

Fetch activity
Fetches the details of an existing activity using ID

Fetch contact
Fetches the details of an existing contact using ID
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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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