

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


Create a new task in TeamGrid when a order is created in Upsales
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in TeamGrid when a 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 TeamGrid.


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

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Supported triggers and actions
Integrate Upsales and TeamGrid 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 task is created

Task completed
Triggers when task is completed

Contact created
Triggers when a new contact is created

Project completed
Triggers when a project is completed

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

Create task
Creates a new task

Complete project
Completes an existing project

Create project
Creates a new project

Complete task
Completes an existing task
What is Upsales?
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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