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.
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.
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