Connect Device Magic and Upsales

Both apps 40Device Magic 17Upsales 23

• Trigger
  New Submission

  Triggers when a form receives a new submission in its Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Approve Device

  Approves a device that is waiting to join your organization. Approving an already-approved device has no effect.

• Action
  Create Group

  Creates a new group in your organization.

• Action
  Delete Form

  Deletes a form from your organization.

• Action
  Delete Group

  Deletes a group from your organization.

• Action
  Get Device

  Returns one device in your organization by its numeric ID or device identifier.

• Action
  Get Form

  Returns a form's definition: its title and questions.

• Action
  List Devices

  Returns the devices joined to your Device Magic organization, with owner, groups and approval status.

• Action
  List Dispatches

  Returns the dispatched forms still outstanding across all devices in your organization.

• Action
  List Forms

  Returns the forms in your organization with their namespace, version and group.

• Action
  List Groups

  Returns the groups in your organization with their form and device IDs, optionally filtered by name.

• Action
  List Resources

  Returns the resources (uploaded files such as images, spreadsheets and PDFs) in your organization.

• Action
  List Submissions

  Returns submissions stored in a form's Device Magic Database. The form's Device Magic Database destination must be active.

• Action
  Remove Device

  Removes a device from your organization.

• Action
  Revoke Dispatch

  Revokes a dispatched form from a device.

• Action
  Update Device

  Updates a device's owner, description or groups. Fields left blank are unchanged.

• Action
  Update Group

  Renames a group in your organization.

• Trigger
  New Activity

  Triggers when a new activity (to-do or phone call) is created in Upsales.

• Trigger
  New Appointment

  Triggers when a new appointment is created in Upsales.

• Trigger
  New Company

  Triggers when a new company is created in Upsales.

• Trigger
  New Contact

  Triggers when a new contact is created in Upsales.

• Trigger
  New Opportunity

  Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.

• Trigger
  New Order

  Triggers when a new order (a won deal at 100% probability) is created in Upsales.

• Action
  Add activity

  Creates an activity (such as a phone call or to-do) in Upsales.

• Action
  Add opportunity

  Creates a new opportunity (pipeline order) on a company in Upsales, with its stage, probability, salesperson and product rows.

• Action
  Add order

  Creates an order in Upsales for a company, with its stage, owner and product rows.

• Action
  Add product

  Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.

• Action
  Create Appointment

  Creates an appointment in Upsales for a company, with its start and end time, participants and appointment type.

• Action
  Create Contact

  Creates a contact person in Upsales, linked to a company.

• Action
  Delete company

  Deletes a company in Upsales.

• Action
  Delete contact

  Deletes a contact in Upsales.

• Action
  Find a Company

  Finds companies in Upsales by name and returns the matching companies.

• Action
  Find a Contact

  Finds contacts in Upsales by email address or name.

• Action
  Find opportunities by criteria

  Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.

• Action
  Find orders by criteria

  Finds won orders in Upsales matching a description, company, stage, owner or contact.

• Action
  Find products by criteria

  Finds products in Upsales matching a name, article number, category or active status.

• Action
  Update Appointment

  Updates an existing appointment in Upsales, changing only the details you fill in.

• Action
  Update Company

  Updates an existing company in Upsales, changing only the fields you fill in.

• Action
  Update opportunity

  Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.

• Action
  Update order

  Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.