Integrate Upsales with Agiled
Send information between Upsales and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Agiled when a new order is created in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Agiled whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Agiled.
Create a new task in Agiled when a new order is created in Upsales
Upsales + Agiled
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Supported triggers and actions
Integrate Upsales and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
All Actions - Actions are the automated tasks
Create appointment
Creates a new appointment
Create product
Creates a new product
Create company
Creates a new company
Create order
Creates a new order
Create contact
Creates a new contact
Create activity
Creates a new activity
Create project
Creates a new project
Create employee
Creates a new employee
Create task
Creates a new task
Create product
Creates a new product
Create contract
Creates a new contract
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create lead
Creates a new lead
Create client
Creates a new client
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Fetch tax
Fetches the list of existing taxes
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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 >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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