Integrate Upsales with Toggl Track
Send information between Upsales and Toggl Track automatically, without writing any code, using Zoho Flow.
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Create a task in Toggl Track each time a new order is made in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Toggl Track 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 the selected project in Toggl Track.
Create a task in Toggl Track each time a new order is made in Upsales
Upsales + Toggl Track
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Supported triggers and actions
Integrate Upsales and Toggl Track 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 updated
Triggers when a task is updated in the selected workspace
Project updated
Triggers when a project is updated in the selected workspace
Time entry created
Triggers when a new time entry is created
Tag created
Triggers when a new tag is created in the selected workspace
Time entry updated
Triggers when a time entry is updated
Client created
Triggers when a new client is created in the selected workspace
Project created
Triggers when a new project is created in the selected workspace
Task created
Triggers when a new task is created in the selected workspace
Client updated
Triggers when a client is updated in the selected workspace
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 client
Creates a new client in the selected workspace
Create project
Creates a new project in the selected workspace
Create task
Creates a new task in the selected project
Fetch client
Fetches the details of the existing client by ID or name
Fetch time entry
Fetches the details of existing time entry by ID or start and end date
Fetch task
Fetches the details of an existing task by ID
Fetch project
Fetches the details of an existing project by ID or name
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 Toggl Track?
Toggl Track is a time tracking application that lets you manage projects across teams and make better business decisions. It provides tools for team planning, profitability analysis, and more.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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