Upsales

Use Zoho Flow to integrate Upsales with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Upsales with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Upsales integration flows to get started

Create task in Ganttic for new activity in Upsales

Use this flow

Create invoices in Quickfile when new orders are created in Upsales

Use this flow
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Popular integrations

  • Ganttic

    Ganttic

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  • QuickFile

    QuickFile

    QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently. Category : Proposals & Invoices, Accounting

Upsales supports following triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

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All Actions - Action are the automated tasks

Create product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

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    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.

    Categories : Signature, Bookings/ Scheduling, CRM

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

    Access Zoho Flow

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    Watch Zoho Flow in action

    Advanced tools to help you build complex workflows in minutes

    Webhooks

    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

    Schedules

    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

    Custom functions

    Write simple scripting functions to format data, call web APIs, send emails, and more.