Integrate Upsales with Clinked

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

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Initiate a new task in Clinked whenever an order is created in Upsales

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Clinked whenever an order is created in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in Clinked.
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Initiate a new task in Clinked whenever an order is created in Upsales

Upsales + Clinked

Build your own integrations between Upsales and Clinked

Connect Upsales and Clinked with over 700+ 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 Clinked using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create product

Creates a new product

Create company

Creates a new company

Create order

Creates a new order

Create contact

Creates a new contact

Create activity

Creates a new activity

Create note

Creates a new note

Create group

Creates a new group

Create or update folder

Creates a new folder or updates an existing folder

Create event

Creates a new event

Create member

Creates a new member

Create task

Creates a new task

Duplicate a group

Duplicates an existing group

Create discussion

Creates a new discussion

Update member

Updates the details of the specified member

Fetch group

Fetches the details of an existing group by group ID

Fetch member

Fetches the details of an existing member by username

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 Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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