Integrate Upsales with Apptio Targetprocess

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

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Initiate a new task in Apptio Targetprocess whenever an order is created in Upsales

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Apptio Targetprocess 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 Apptio Targetprocess.
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Initiate a new task in Apptio Targetprocess whenever an order is created in Upsales

Upsales + Apptio Targetprocess

Build your own integrations between Upsales and Apptio Targetprocess

Connect Upsales and Apptio Targetprocess with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and Apptio Targetprocess 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

New bug

Triggers when a new bug is created

New team iteration

Triggers when a new team iteration is added

New task

Triggers when a new task is created

New feature

Triggers when new feature is created

New release

Triggers when a new release is created

New comment

Triggers when a new comment is added

New build

Triggers when a new build is created

New iteration

Triggers when a new iteration is added

New request

Triggers when a new request is created

New time record

Triggers when a new time record is created

New project

Triggers when a new project is created

New user story

Triggers when a new user story 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 request

Creates a new request

Create feature

Creates a new feature

Create task

Creates a new task

Create bug

Creates a new bug

Create time record

Creates a new time record

Create user story

Creates a new user story

Add comment

Adds a new comment to an existing entity

Create build

Creates a new build

Add requester to request

Creates a new requester and adds them to an existing request

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 Apptio Targetprocess?

Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

Harnoor Abroll

Technical and Operations Head, TruAct

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