

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


Initiate a new task in Aero Workflow whenever an order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Aero Workflow whenever an 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 in Aero Workflow.


Initiate a new task in Aero Workflow whenever an order is created in Upsales
Upsales + Aero Workflow

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Supported triggers and actions
Integrate Upsales and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Company created
Triggers when a new company is created

User created
Triggers when a new user is created

Activity created
Triggers when a new activity is created

Event created
Triggers when a new event is created

Product created
Triggers when a new product is created

New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks

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

Create appointment
Creates a new appointment

Create appointment
Creates a new appointment

Create task
Creates a new task

Create contact
Creates a new contact

Create company
Creates a new company

Create email
Creates a new email

Fetch contact
Fetch details of a contact by ID
What is Upsales?
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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