Integrate Upsales with Agiled

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

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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
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Agiled.
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Create a new task in Agiled when a new order is created in Upsales

Upsales + Agiled

Build your own integrations between Upsales and 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.

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.

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