Integrate Upsales with Wrike
Send information between Upsales and Wrike automatically, without writing any code, using Zoho Flow.
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Create a task in Wrike 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 initiate a new task in Wrike whenever an order is created in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
Create a task in Wrike each time a new order is made in Upsales
Upsales + Wrike
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Supported triggers and actions
Integrate Upsales and Wrike 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
Comment added for task
Triggers when a new comment is added for a task
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Folder or project created
Triggers when a new folder or project is created
Task event occurred
Triggers when an event has occurred in a task
Task status updated
Triggers when the status of a task is updated
Task created
Triggers when a new task is created
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Project status updated
Triggers when the status of a project is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
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 under the selected folder
Create folder
Creates a new folder under the selected parent folder
Add comment to task
Adds a comment to the specified task
Fetch user
Fetches the details of an existing user
Add comment to folder or project
Adds a comment to the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Create task
Creates a new task under the selected folder or project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
Similar apps
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