

Integrate Upsales with Forecast
Send information between Upsales and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in Forecast each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Forecast.


Create a task in Forecast each time a new order is made in Upsales
Upsales + Forecast

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Supported triggers and actions
Integrate Upsales and Forecast 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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project 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

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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