Integrate Upsales with Zoho Connect
Send information between Upsales and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Zoho Connect whenever an order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Zoho Connect 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 the selected section in Zoho Connect.
Initiate a new task in Zoho Connect whenever an order is created in Upsales
Upsales + Zoho Connect
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Supported triggers and actions
Integrate Upsales and Zoho Connect 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
Group member added
Triggers when a new member is added to the selected group
Task completed
Triggers when a task is completed in the selected board
New board
Triggers when a new board is created
Task status updated
Triggers when a task status is updated in the selected board
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
Announcement created
Triggers when a new announcement is created in the selected group
Task created
Triggers when a new task is created
User name mentioned
Triggers when your user name is mentioned
Network member added
Triggers when a new member is added to the selected network
Poll started
Triggers when a new poll is started in the selected group
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 checklist
Creates a checklist for the specified task
Create private task
Creates a new private task
Add comment in post
Adds a comment in the specified post
Create board
Creates a new board
Create forum post
Creates a new forum post
Create conversation
Creates a new conversation in the selected group
Create task in section
Creates a new task in the selected section
Create group event
Creates a new group event
Create board from board template
Creates a new board from an existing saved template
Add comment in task
Adds a comment in the specified task
Invite user
Invites a user to the selected network
Add member to group
Adds a member to the selected group
Create private event
Creates a new private event
Add member to board
Adds a member to the selected board
Create group
Creates a new group in the selected network
Unarchive group
Unarchives the selected group
Archive group
Archives the selected group
Unarchive board
Unarchives the selected board
Archive task
Archives the selected task
Archive board
Archives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
Build comprehensive workflows using
Webhook triggers
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
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
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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.
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