Integrate Upsales with Neaktor
Send information between Upsales and Neaktor automatically, without writing any code, using Zoho Flow.
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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
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
Appointment created
Triggers when a new appointment is created
Product created
Triggers when a new product is created
Assignee changed
Triggers when the assignee is changed
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
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 activity
Creates a new activity
Create order
Creates a new order
Add project managers
Adds project managers to the specified project
Create project
Creates a new project using the specified module
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Create event
Creates a new event
Update task
Updates the details of an existing task using ID or IDx
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project using ID or key
Fetch user
Fetches the details of an existing user using email address
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
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.
Similar apps
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
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
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.
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CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
