Integrate Upsales with 900+ apps

Create business workflows for Upsales without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Upsales workflows

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Create task in Ganttic for new activity in Upsales


Track new activity in your marketing platform as tasks in your resource scheduling app. This flow adds new activity in Upsales as tasks in Ganttic.

How it works
1. A new activity is created in Upsales.
2. Zoho Flow adds the activity as tasks in Ganttic.



Use this flow
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Create task in Ganttic for new activity in Upsales

Ganttic + Upsales

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Create invoices in Quickfile when new orders are created in Upsales

Automatically create an invoice in your accounting app as soon as an order is received. Use this flow to create an invoice in Quickfile when a new order is created in Upsales.

How it works
1. A new order is created in Upsales.
2. Zoho Flow creates an invoice in Quikfile when a new order is created.
Use this flow
+

Create invoices in Quickfile when new orders are created in Upsales

Upsales + QuickFile

Build your own Upsales integrations

Connect Upsales with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Upsales workflows using the below 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

All Actions - Actions 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

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.

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 >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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