JobTread + Upscale

JobTread + Upscale integrations

Create new Upscale prospects from new JobTread customers

Whenever a new customer is added in JobTread, this workflow ensures their information is instantly recorded as a prospect in Upscale. This efficient process eliminates manual data entry, saving time and enhancing the accuracy of customer information. Experience smoother business operations and improved customer relationship management with this seamless integration.

When this happens...
Customer CreatedTriggers when a customer is created.
TriggerInstant
automatically do this!
Save ProspectCreate or Update a Prospect in Upscale
ActionWrite

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More things you can do with JobTread and Upscale

Discover other triggers and actions you can use with JobTread and Upscale

- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files uploaded to this type (optional)
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- Organization
  Required
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
Account Updated
Triggers when an Account is updated.
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Opportunity Updated
Triggers when an Opportunity is updated.
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
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Prospect Updated
Triggers when a prospect is updated in Upscale.
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- Update By
- Id
- Name
  Required
- Account
- Prospects
- Opportunity Stage
  Required
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write

- Organization
  Required
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Instant
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- Organization
  Required
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- Organization
  Required
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Instant
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files updated to this type (optional)
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
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Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search
Account Created
Triggers when a new Account is created.
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Opportunity Created
Triggers when a new Opportunity is created.
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Prospect Created
Triggers when a new prospect is created in Upscale.
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
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- Update By
  Required
- Name
  Required
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect Email
  Required
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect Stage
  Required
- TimeZone (IANA)
- Tags
Action
Write

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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Related categories

Project Management

About Upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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Related categories

Sales & CRM