Integrate Upsales with Stormboard
Send information between Upsales and Stormboard automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upsales and Stormboard 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
Idea moved
Triggers when an idea is moved to a different section of a storm
Updated task
Triggers when an existing task is updated
Legend change
Triggers when an idea's legend is changed in a storm
New comment
Triggers when a new comment is added to an idea
New storm
Triggers when a new storm is created
New idea
Triggers when a new idea is added to a storm
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 storm
Creates a new storm
Create idea
Creates a new idea in an existing storm
Fetch storm
Fetches an existing storm by title
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 Stormboard?
Stormboard is a collaborative project management tool. You can create index cards to organize notes, vote for sticky notes, and add comments to discuss ideas.
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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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