Taskade + Upsales

Create tasks in Taskade for new activities in Upsales

Streamline your workflow by ensuring every new activity in Upsales results in a task creation in Taskade. This integration ensures all new tasks are added promptly, keeping your operations efficient and well-coordinated. Stay organized and never miss any crucial activities from Upsales while managing your responsibilities effectively in Taskade.

When this happens...
New ActivityTriggers when an activity is created.
TriggerPolling
automatically do this!
Create TaskCreates a Task in Taskade
ActionWrite

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More things you can do with Upsales and Taskade

Discover other triggers and actions you can use with Upsales and Taskade

New Activity
Triggers when an activity is created.
Trigger
Polling
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New Company
Triggers when a company is created.
Trigger
Polling
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New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
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New Segment
Triggers when a segment is created.
Trigger
Polling
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- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

New Form Submit
Submits data into a selected Upsales form.
Action
Write
- Id
  Required
- Name
- User ID
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

- Name
  Required
Action
Search
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write
- Workspace or Folder
- Project
  Required
- Block
- Content
  Required
- Start Date
- End Date
- Assign to
Action
Write

New Appointment
Triggers when an appointment is created.
Trigger
Polling
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New Contact
Triggers when contact added to segment.
Trigger
Polling
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New Order
Triggers when an order is created.
Trigger
Polling
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- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
- ContactIds
Action
Write
- Name
  Required
- Phone
- CellPhone
- Email
- Title
- ClientId
  Required
Action
Write
- MeetingId
  Required
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
Action
Write
- Id
  Required
- Name
- Phone
- CellPhone
- Email
- Title
- ClientId
Action
Write
- Email
  Required
Action
Search
- Workspace or Folder
- Project
Trigger
Instant
Try It

About Taskade

Taskade is a collaboration platform for remote teams to organize and manage projects.

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Related categories

Task Management

About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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