Integrate Upsales with Todoist
Send information between Upsales and Todoist automatically, without writing any code, using Zoho Flow.
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Create a task in Todoist each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Todoist each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Todoist.
Create a task in Todoist each time a new order is made in Upsales
Upsales + Todoist
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Supported triggers and actions
Integrate Upsales and Todoist 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
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
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 project
Creates a new project
Add comment to project
Adds a comment to a project
Create task
Creates a new task
Invite user to project
Invites a user to a project by email
Add comment to task
Adds a comment to a task
Mark task as incomplete
Marks the specified task as incomplete
Archive project
Archives the specified project
Mark task as completed
Marks the specified task as completed
Update task
Updates the details of an existing task
Move task
Moves the specified task to the selected project
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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Logic
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
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Technical and Operations Head, TruAct
