Integrate Upsales with JobNimbus
Send information between Upsales and JobNimbus automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in JobNimbus each time a new order is made in Upsales
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to JobNimbus 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 in JobNimbus.
Create a task in JobNimbus each time a new order is made in Upsales
Upsales + JobNimbus
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Supported triggers and actions
Integrate Upsales and JobNimbus using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Event created
Triggers when a new event is created
Order placed
Triggers when a new order is placed
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created
Triggers when a new job is created
Task created
Triggers when a new task is created
Activity updated
Triggers when the details of an existing activity are updated
Job updated
Triggers when the details of an existing job are updated
Job created or updated
Triggers when a job is created or updated
Task updated
Triggers when the details of an existing task are updated
Activity created
Triggers when a new activity is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Task created or updated
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create order
Creates a new order
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create company
Creates a new company
Create product
Creates a new product
Create contact
Creates a new contact
Create task
Creates a new task
Create job
Creates a new job
Create activity
Creates a new activity
Update activity
Updates the details of an existing activity
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update job
Updates the details of an existing job
Fetch activity
Fetches the details of an existing activity using ID
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch job
Fetches the details of an existing job using ID
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
What is JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
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