Integrate Upsales with Zoho Connect
Send information between Upsales and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Zoho Connect whenever an order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Zoho Connect each time a new order is made 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 section in Zoho Connect.
Initiate a new task in Zoho Connect whenever an order is created in Upsales
Upsales + Zoho Connect
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Supported triggers and actions
Integrate Upsales and Zoho Connect 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 open
Triggers when a task status is marked as open
Board created
Triggers when a new board is created
Task unassigned
Triggers when a task is unassigned
New task created
Triggers when a new task is created
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Member added in group
Triggers when a member added to group
Member removed from board
Triggers when a member is removed from a board
Event updated
Triggers when the details of an existing event is updated
Group created
Triggers when a new group is created
Member removed from network
Triggers when a new member is removed from the selected network
Status created
Triggers when a new conversation is posted
Member added in network
Triggers when a new member added to the selected network
Task assigned
Triggers when a task is assigned
Event created
Triggers when a new event is created
Member added in board
Triggers when a member is added to a board
Task reminder
Triggers when a task is created with a reminder
Announcement created
Triggers when a new announcement is created
Event invited
Triggers when an invitee is added to an event
Announcement comment created
Triggers when a new comment is created in announcements
Forum created
Triggers when a new forum is created
Task completed
Triggers when a task is completed in selected board
Question created
Triggers when a new questions is created
Forum updated
Triggers when an existing forum post is updated
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Task status changed
Triggers when the status of an existing task is updated
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
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 private task
Creates a new private task
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create group
Creates a new group in the selected network
Create checklist
Creates a checklist for the specified task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add comment in post
Adds a comment in the specified post
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Create private event
Creates a new private event
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Add member to board
Adds a member to the selected board
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive task
Archives the selected task
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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 Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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