Integrate Upsales with Productive
Send information between Upsales and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Productive when a new order is created in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Productive each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Productive.
Create a new task in Productive when a new order is created in Upsales
Upsales + Productive
Create a new contact in Upsales whenever a new contact is created in Productive
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Upsales each time a new contact is created in Productive.
How it works
- The flow triggers when a new contact is added in Productive.
- Zoho Flow creates a new contact in Upsales.
Create a new contact in Upsales whenever a new contact is created in Productive
Productive + Upsales
Build your own integrations between Upsales and Productive
Connect Upsales and Productive with over 800+ 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 Productive 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
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Booking created
Triggers when a new booking is created
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
Create project
Creates a new project
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Create contract
Creates a new contract
Create booking
Creates a new booking
Update contact
Updates the details of an existing contact
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update booking
Updates the details of an existing booking
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal 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.
Similar apps
What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
Similar apps
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
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