Integrate Upsales with Todoist
Send information between Upsales and Todoist automatically, without writing any code, using Zoho Flow.
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Create a task in Todoist each time a new order is made in Upsales
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Todoist 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 Todoist.
Create a task in Todoist each time a new order is made in Upsales
Upsales + Todoist
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Supported triggers and actions
Integrate Upsales and Todoist 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
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Incomplete task added
Triggers when an incomplete task is added to the selected project
New section
Triggers when a new section is added
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 task
Creates a new task
Invite user to project
Invites a user to a project by email
Add comment to task
Adds a comment to a task
Create project
Creates a new project
Add comment to project
Adds a comment to a project
Move task
Moves the specified task to the selected project
Mark task as completed
Marks the specified task as completed
Archive project
Archives the specified project
Update task
Updates the details of an existing task
Mark task as incomplete
Marks the specified task as incomplete
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
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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
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
