Integrate Upsales with JobNimbus

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

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Create a task in JobNimbus each time a new order is made in Upsales

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus 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 JobNimbus.
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Create a task in JobNimbus each time a new order is made in Upsales

Upsales + JobNimbus

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Supported triggers and actions

Integrate Upsales and JobNimbus 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

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

Activity created

Triggers when a new activity is created

Contact updated

Triggers when the details of an existing contact are updated

Contact created

Triggers when a new contact is created

Task created or updated

Triggers when a task is created or updated

Activity created or updated

Triggers when an activity is created or updated

Activity updated

Triggers when the details of an existing activity are updated

Contact created or updated

Triggers when a contact is created or updated

Job updated

Triggers when the details of an existing job are updated

Job created

Triggers when a new job is created

Job created or updated

Triggers when a job is created or 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

Create contact

Creates a new contact

Create task

Creates a new task

Create job

Creates a new job

Create activity

Creates a new activity

Update job

Updates the details of an existing job

Update activity

Updates the details of an existing activity

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Fetch activity

Fetches the details of an existing activity using ID

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch job

Fetches the details of an existing job using 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.

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project 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

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Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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