Integrate Upsales with Wrike

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

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Create a task in Wrike each time a new order is made in Upsales

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Wrike 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 under the selected folder or project in Wrike.
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Create a task in Wrike each time a new order is made in Upsales

Upsales + Wrike

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Supported triggers and actions

Integrate Upsales and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Comment added for task

Triggers when a new comment is added for a task

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task event occurred

Triggers when an event has occurred in a task

Task status updated

Triggers when the status of a task is updated

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

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 under the selected folder or project

Fetch user

Fetches the details of an existing user

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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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