Connect Switchboard Canvas and Upsales

Both apps 29Switchboard Canvas 4Upsales 25

• Trigger
  New Template

  Triggers when a new template is added to your Switchboard Canvas account.

• Action
  Create Image

  Creates an image from a template at the width and height you give, replacing template element values with your overwrites, and returns the URL of the generated image (kept for 7 days).

• Action
  List Template Elements

  Returns the elements defined in a template, each with its name and type (text, image or rectangle), so you know which elements you can overwrite.

• Action
  List Templates

  Returns the image templates defined in your Switchboard Canvas account, with each template's API name and display name.

• 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 Company

  Creates a new company (account) in Upsales, with optional phone, account manager and custom field values.

• 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 Contact

  Updates an existing Upsales contact's name, contact details, title, notes, status, company and custom fields. Fields left blank are not changed.

• 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.