Integrate Upsales with Saasu

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

Build your own integrations between Upsales and Saasu

Connect Upsales and Saasu with over 950+ 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 Saasu using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Company created

Triggers when a new company is created

User created

Triggers when a new user 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

Event created

Triggers when a new event is created

New purchase order

Triggers when a new purchase order is created

New company

Triggers when a new company is created

New invoice

Triggers when a new invoice is created

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

Contact updated

Triggers when the details of an existing contact are updated

New activity

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create item

Creates a new item

Create company

Creates a new company

Create item invoice

Creates a new invoice with item layout and inventory items

Create activity

Creates a new activity

Create service invoice

Creates a new invoice with service layout

Create account

Creates a new account

Create contact

Creates a new contact

Create inventory adjustment

Creates a new inventory adjustmemt

Create journal

Creates a new journal

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update journal

Updates the details of an existing journal

Fetch contact

Fetches details of the selected contact

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Update inventory adjustment

Updates the details of an existing inventory adjustment

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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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Technical and Operations Head, TruAct

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