Integrate Upwave with Act! Cloud
Send information between Upwave and Act! Cloud automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upwave and Act! Cloud using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Activity created
Triggers when a new activity is created
Opportunity created
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create card
Creates a new card in the selected board
Add comment
Adds a comment to the specified card
Create task list
Creates a new task list in the selected workspace
Update card
Updates the details of an existing card
Create group
Creates a new group
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create company
Creates a new company
Create activity
Creates a new activity (Call, Meeting, To-do, Appointment, Personal Activity, Vacation)
Create product
Creates a new product
Associate contact to group
Associates a contact to a specific group
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch group
Fetches the details of an existing group
Fetch opportunity stage
Fetches the details of an existing opportunity stage
Fetch user
Fetches the details of an existing user
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
What is Upwave?
Upwave is project management software that helps you visualise, organise, and prioritise your tasks. You can create teams for different departments and project groups, securely involve customers, contractors, and partners, and assemble or dissolve teams with few clicks.
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What is Act! Cloud?
Act! Cloud is a cloud-based Customer Relationship Management (CRM) system, offering small and mid-sized businesses a platform to manage customer relationships, sales, and marketing efforts, with features like data accessibility, security, and ease of use.
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