Integrate Upsales with Upscope
Send information between Upsales and Upscope automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upsales and Upscope 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
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
Generate link
Generates a link to start screen sharing with a visitor
Fetch visitor by ID
Fetches the details of a visitor by ID
Fetch visitor by search term
Fetches the details of a visitor based on the search term provided
What is Upsales?
What is Upscope?
Upscope is an easy-to-use screen sharing solution for support staff of web products. It allows you to quickly see your users' screens and help them navigate your app.
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Technical Engineer, Master Liveaboards
