Integrate Upsales with Yodiz
Send information between Upsales and Yodiz automatically, without writing any code, using Zoho Flow.
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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.
Create a new task in Yodiz when a new order is created in Upsales
Upsales + Yodiz
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Supported triggers and actions
Integrate Upsales and Yodiz 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
Epic created
Triggers when a new epic is created
Issue created
Triggers when a new issue is created
Task created
Triggers when a new task is created in a user story
User story created
Triggers when a new user story 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
Create user story
Creates a new user story
Update epic
Updates the details of an existing epic
Create task
Creates a new task in the selected user story
Update user story
Updates the details of an existing user story
Create issue
Creates a new issue
Create epic
Creates a new epic
Update issue
Updates the details of an existing issue
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.
Similar apps
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
