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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.
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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.



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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

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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.

Signature Bookings/Scheduling CRM

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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.

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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.

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Network with us  

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more

Siddharth Ahuja

CEO, Fabricroot

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