Integrate Upsales with Zoho Projects
Send information between Upsales and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Zoho Projects each time a new order is made 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 Zoho Projects 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 Zoho Projects.
Create a task in Zoho Projects each time a new order is made in Upsales
Upsales + Zoho Projects
Build your own integrations between Upsales and Zoho Projects
Connect Upsales and Zoho Projects with over 650+ 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 Zoho Projects 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
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task created
Triggers when a new task is created in the selected portal
Event created
Triggers when a new event is created
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Task list created
Triggers when a new task list is created
Bug submitted
Triggers when a new bug/issue is submitted
Task list completed
Triggers when a task list is marked as completed
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Project created
Triggers when a new project 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 time log for task
Creates a time log for the selected task
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create comment in project
Creates a new comment in the selected project
Create task list
Creates a new task list
Create event
Creates a new event
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
Add followers to task
Adds the specified users as followers to an existing task
Add existing client company to a project
Adds an existing client company to a project
Complete milestone
Completes an existing milestone
Update task list
Updates the details of a task list using its ID
Update general time log
Updates the details of an existing general time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Update bug
Updates the details of an existing bug/issue
Update client company
Updates the details of an existing client company
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task list
Fetches the details of an existing task list by name
Fetch task
Fetches the details of an existing task by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
