Integrate Upsales with Neaktor
Send information between Upsales and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Neaktor each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Neaktor whenever a new order is placed in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Create a task in Neaktor each time a new order is made in Upsales
Upsales + Neaktor
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Supported triggers and actions
Integrate Upsales and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task status completed
Triggers when a task status is marked complete
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
Task created
Triggers when a new task is created
Task comment added
Triggers when a new task comment is added
Assignee changed
Triggers when the assignee is changed
All Actions - Actions are the automated tasks
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
Create task
Creates a new task using the specified task model
Add project managers
Adds project managers to the specified project
Create event
Creates a new event
Create reminder
Creates a new reminder
Create project
Creates a new project using the specified module
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch user
Fetches the details of an existing user using email address
Fetch project
Fetches the details of an existing project using ID or key
What is Upsales?
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, 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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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