Integrate Upsales with ClickUp
Send information between Upsales and ClickUp automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in ClickUp when a order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp 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 under the selected list in ClickUp.
Create a new task in ClickUp when a order is created in Upsales
Upsales + ClickUp
Build your own integrations between Upsales and ClickUp
Connect Upsales and ClickUp with over 1000+ 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 ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Folder updated
Triggers when any detail of an existing folder is updated
Time entry created
Triggers when a new time entry is created
List created
Triggers when a new list is created
Folder created
Triggers when a new folder is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of a task in the selected space is updated
Task status updated
Triggers when the status of a task in the selected space is updated
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
Create task
Creates a new task under the selected list
Create subtask
Creates a new subtask under the specified task
Add comment
Adds a comment to the specified task
Create folder
Creates a new folder
Create list
Creates a new list
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Update task custom field
Updates the value of a custom field in an existing task
Fetch task
Fetches the details of an existing task by ID and custom fields
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 ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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 >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. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
