Integrate Freshservice with Upsales

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

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Supported triggers and actions

Integrate Freshservice and Upsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Release created

Triggers when a new release is created

Problem created

Triggers when a new problem is created

Updated release

Triggers when any detail of a release is updated

Ticket created

Triggers when a new ticket is created

Change created

Triggers when a new change is created

Updated ticket

Triggers when any detail of a ticket is updated

Asset created

Triggers when a new asset is created

Updated problem

Triggers when any detail of a problem is updated

Asset updated

Triggers when the details of an asset is updated

Change updated

Triggers when any detail of a change is updated

Event created

Triggers when a new event is created

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

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create requester

Creates a new requester

Create ticket note

Creates a new ticket note

Create reply conversation

Creates a new reply conversation for the ticket

Create change

Creates a new change

Create department

Creates a new department

Create ticket

Creates a new ticket

Create asset

Creates a new asset

Add device to software

Adds a new device to the specified software

Create problem

Creates a new problem

Create release

Creates a new release

Create contract

Creates a new contract

Update problem

Updates the details of an existing problem

Update ticket

Updates the details of an existing ticket

Update asset

Updates the details of an existing asset

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch department

Fetches the details of an existing department by its name or ID

Fetch asset

Fetches the details of an existing asset by either its name or ID

Fetch asset attribute

Fetches the details of an asset type's attribute (product or vendor) by its name

Fetch requester

Fetches the details of an existing requester by email or ID

Fetch agent

Fetches the details of an existing agent by email or ID

Fetch ticket

Fetches the details of a ticket by its subject and the requester's ID/email address

Create appointment

Creates a new appointment

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

What is Freshservice?

Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.

Server Monitoring

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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