Integrate Upsales with TeamGantt
Send information between Upsales and TeamGantt automatically, without writing any code, using Zoho Flow.
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Create a new task in TeamGantt when a order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in TeamGantt each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates new task in TeamGantt.
Create a new task in TeamGantt when a order is created in Upsales
Upsales + TeamGantt
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Supported triggers and actions
Integrate Upsales and TeamGantt 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
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 task
Creates new task
Create project
Creates new project
Add checklist item
Creates a new checklist item in the specified task
Create company label
Creates a new company label
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task name
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 TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
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Custom functions
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Learn more >I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.
Morten Lodal Askekilde
Chief Operating Officer, Alps Education
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Lakeside CNC Group
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
