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
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Apptio Targetprocess.
Initiate a new task in Apptio Targetprocess whenever an order is created in Upsales
Upsales + Apptio Targetprocess
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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.
Similar apps
What is Apptio Targetprocess?
Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.
Similar apps
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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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