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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 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
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Create invoices in Quickfile when new orders are created in Upsales

Upsales + QuickFile

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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
+

Create task in Ganttic for new activity in Upsales

Ganttic + Upsales

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Supported 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.

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more

Rahul Roushan

CEO, OpIndia

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. Know more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its 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

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