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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Assignment Created" from TaskTrain.

Add your action

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

You’re connected!

Zapier seamlessly connects TaskTrain 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.

- Select an Organization
  Required
- Trigger Type
  Required
Trigger
Instant
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New Client
Triggers when a new client is created on your Upnify account.
Trigger
Instant
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New Sale
Triggers when a new sale is created on your Upnify account.
Trigger
Instant
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- Origin
- Phase
- Label
Action
Write

- Organization
  Required
- Manual
  Required
- Procedure
  Required
- Assignment Name
  Required
- Description
- Assign
  Required
- Priority
- Date Start
- Date Due
Action
Write
New Oportunity
Triggers when a new opportunity is created.
Trigger
Instant
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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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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 TaskTrain 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.

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Make work flow with AI

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About TaskTrain

TaskTrain is a task management app that helps you turn standard operating procedures into actionable assignments.

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Related categories

Task Management

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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