

Integrate Upsales with Taskworld
Send information between Upsales and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a new task in Taskworld when a order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Taskworld whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Taskworld.


Create a new task in Taskworld when a order is created in Upsales
Upsales + Taskworld

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Supported triggers and actions
Integrate Upsales and Taskworld 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

Project created
Triggers when a new project 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

Add task to task list
Adds a task to a task list in the specified project and workspace

Create message
Creates a message in the selected workspace

Create task
Creates a new task

Create project
Creates a new project

Create tag
Creates a new tag

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Fetch user
Fetches the details of an existing user

Fetch tag
Fetches the details of an existing tag

Fetch task
Fetches the details of an existing task

Remove tag from task
Removes an existing tag from the specified task
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.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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