Integrate Dwolla with Upsales

Send information between Dwolla and Upsales automatically, without writing any code, using Zoho Flow.

Build your own integrations between Dwolla and Upsales

Connect Dwolla and Upsales 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 Dwolla and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Beneficial owner created

Triggers when a new beneficial owner is created for the selected customer

Transfer created

Triggers when a new transfer is created for the selected customer

Funding source created

Triggers when a new funding source is created for the selected customer

Document created

Triggers when a new document is created for a user

Customer created

Triggers when a new customer is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create funding source

Adds a bank or credit union account to a customer

Create appointment

Creates a new appointment

Create activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

What is Dwolla?

Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.

Payment Processing

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.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn 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. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

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