Integrate Upsales with SpringEdge
Send information between Upsales and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate an SMS notification from SpringEdge following a booking in Upsales
Inform customers promptly about their bookings via SMS for clear communication. This flow will send a text message from SpringEdge following a new booking in Upsales.
How it works
- The flow triggers when a new appointment is created in Upsales.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Initiate an SMS notification from SpringEdge following a booking in Upsales
Upsales + SpringEdge
Dispatch a welcome message in SpringEdge for newly created contacts in Upsales
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from SpringEdge each time a new contact is created in Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Dispatch a welcome message in SpringEdge for newly created contacts in Upsales
Upsales + SpringEdge
Build your own integrations between Upsales and SpringEdge
Connect Upsales and SpringEdge with over 650+ 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 SpringEdge 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
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
Send unicode SMS
Sends a unicode SMS to the specified recipient
Send SMS
Sends an SMS to the specified mobile number
Fetch delivery status
Fetches the delivery status of an SMS using message 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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
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
Toto
Technical Engineer, Master Liveaboards
