Integrate Upsales with noCRM.io
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Supported triggers and actions
Integrate Upsales and noCRM.io 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
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity 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
Updated lead step
Triggers when a lead is updated to the selected step
Updated lead status
Triggers when a lead is updated to the selected status
Lead deleted
Triggers when a lead is deleted
Manual trigger
Triggers according to the conditions set up manually in noCRM.io
New unassigned lead
Triggers when a lead is created and unassigned
Updated lead content
Triggers when the content of a lead is updated
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
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 company
Creates a new company
Create product
Creates a new product
Add comment
Adds a new comment to the specified lead
Add amount and probability
Adds the amount and probability details for a lead
Create row
Create a new row for the specified prospect
Create lead
Creates a new lead
Add tags
Adds tags to the specified lead
Update lead status
Updates the status of the specified lead
Update lead step
Updates the step of the specified lead
Fetch lead
Fetches a lead by email
Fetch prospecting list
Fetches a prospecting list by title
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 noCRM.io?
noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.
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