Integrate Upsales with Producteev

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

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Initiate a new task in Producteev whenever an order is created in Upsales

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Producteev whenever an order is created 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 Producteev.
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Initiate a new task in Producteev whenever an order is created in Upsales

Upsales + Producteev

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Supported triggers and actions

Integrate Upsales and Producteev 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

New Task

Triggers when a new task is created

New Network

Triggers when a new network is created

New Project

Triggers when a new project 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 Task

Creates a new task

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 Producteev?

Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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