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Integrate Upsales with Yodiz
Send information between Upsales and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new task in Yodiz when a new order is created in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Yodiz 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 new task in the selected user story in Yodiz.
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Create a new task in Yodiz when a new order is created in Upsales
Upsales + Yodiz
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Build your own integrations between Upsales and Yodiz
Connect Upsales and Yodiz with over 700+ 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 Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Order created
Triggers when a new order is created
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Opportunity created
Triggers when a new opportunity is created
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Appointment created
Triggers when a new appointment is created
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Contact created
Triggers when a new contact is created
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Event created
Triggers when a new event is created
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Product created
Triggers when a new product is created
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Activity created
Triggers when a new activity is created
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User created
Triggers when a new user is created
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Company created
Triggers when a new company is created
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Epic created
Triggers when a new epic is created
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Issue created
Triggers when a new issue is created
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Task created
Triggers when a new task is created in a user story
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User story created
Triggers when a new user story is created
All Actions - Actions are the automated tasks
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Create appointment
Creates a new appointment
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Create product
Creates a new product
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Create company
Creates a new company
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Create order
Creates a new order
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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Create user story
Creates a new user story
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Update epic
Updates the details of an existing epic
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Create task
Creates a new task in the selected user story
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Update user story
Updates the details of an existing user story
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Create issue
Creates a new issue
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Create epic
Creates a new epic
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Update issue
Updates the details of an existing issue
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Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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