Integrate Upsales with Swit
Send information between Upsales and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Swit each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Swit when a order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a task in the selected project in Swit.
Create a task in Swit each time a new order is made in Upsales
Upsales + Swit
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Supported triggers and actions
Integrate Upsales and Swit 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 in the selected project
Message posted
Triggers when a new message is posted on the selected channel
Idea posted
Triggers when a new idea is posted on the selected channel
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 task
Creates a task in the selected project
Create idea
Posts an idea on the selected channel
Create comment on task
Posts a comment on the selected task
Create project
Creates a project in the selected workspace
Create message
Posts a message on the selected channel
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing task
What is Upsales?
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
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
