

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


Create a new task in TeamGrid when a order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in TeamGrid when a order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in TeamGrid.


Create a new task in TeamGrid when a order is created in Upsales
Upsales + TeamGrid

Build your own integrations between Upsales and TeamGrid
Connect Upsales and TeamGrid 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 TeamGrid 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

Task completed
Triggers when task is completed

Task created
Triggers when a task is created

Project created
Triggers when a new project is created

Project completed
Triggers when a project is completed

Contact created
Triggers when a new contact 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

Complete project
Completes an existing project

Create project
Creates a new project

Create task
Creates a new task

Complete task
Completes an existing 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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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 >