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
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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.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
