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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Platsage.

Add your action

An action happens after the trigger—such as "Create a New Client" in Upnify.

You’re connected!

Zapier seamlessly connects Platsage and Upnify, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Client Id
  Required
- Phone number
  Required
- Template Name
  Required
Action
Write
- Phone Number
  Required
Action
Search
New Client
Triggers when a new client is created on your Upnify account.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created on your Upnify account.
Trigger
Instant
Try It

- Origin
- Phase
- Label
Action
Write

- Client Name
  Required
- Platform number
  Required
- Client Number
  Required
Action
Write
- Chat
  Required
- CRM Status
Action
Write
- Phone Number
  Required
- Client Name
  Required
- Platform number
  Required
- Client Number
  Required
Action
Search or write
New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created on your Upnify account.
Trigger
Instant
Try It
- Origin
- Label
- Prospect phase
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Platsage and Upnify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Platsage to Upnify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Platsage

Platsage is an omnichannel messaging and CRM platform that centralizes customer conversations, automates responses, and streamlines sales in one place.

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Related categories

Sales & CRM

About Upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

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