Integrate Upsales with ClickUp

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Create a new task in ClickUp when a order is created in Upsales

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp when a order is created in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a new task in ClickUp when a order is created in Upsales

Upsales + ClickUp

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Supported triggers and actions

Integrate Upsales and ClickUp 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

Folder updated

Triggers when any detail of an existing folder is updated

Time entry created

Triggers when a new time entry is created

Folder created

Triggers when a new folder is created

List created

Triggers when a new list is created

Task moved

Triggers when a task is moved in the selected space

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

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

Add comment

Adds a comment to the specified task

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Create task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

Fetch task

Fetches the details of an existing task by ID and custom fields

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 ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Product Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

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