Integrate Upsales with JobNimbus

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

Explore prebuilt integration flows to get started

[esc]

Create a task in JobNimbus each time a new order is made in Upsales

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus whenever a new order is placed in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in JobNimbus.
+

Create a task in JobNimbus each time a new order is made in Upsales

Upsales + JobNimbus

Build your own integrations between Upsales and JobNimbus

Connect Upsales and JobNimbus with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and JobNimbus 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

Task created

Triggers when a new task is created

Task created or updated

Triggers when a task is created or updated

Contact created

Triggers when a new contact is created

Job created

Triggers when a new job is created

Job updated

Triggers when the details of an existing job are updated

Activity updated

Triggers when the details of an existing activity are updated

Task updated

Triggers when the details of an existing task are updated

Job created or updated

Triggers when a job is created or updated

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Activity created

Triggers when a new activity is created

Activity created or updated

Triggers when an activity is created or updated

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 task

Creates a new task

Create contact

Creates a new contact

Create activity

Creates a new activity

Create job

Creates a new job

Update task

Updates the details of an existing task

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch job

Fetches the details of an existing job using ID

Fetch contact

Fetches the details of an existing contact using ID

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.

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY