Integrate Upsales with Atera
Send information between Upsales and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upsales and Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Alert created
Triggers when a new alert is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
All Actions - Actions are the automated tasks
Create appointment
Creates a new appointment
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
Add customer
Creates a new customer
Create alert
Creates a new alert
Create ticket
Creates a new ticket
Add contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update customer
Updates the details of an existing customer
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch customer
Fetches the details of an existing customer using customer ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch alert
Fetches the details of an existing alert using alert ID
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 Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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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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CEO, Lakeside CNC Group
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