Connect Upsales to Fax.Plus

Both apps 31Upsales 18Fax.Plus 13

• 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 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 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 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.

• Action
  Add contact

  Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups.

• Action
  Delete contact

  Deletes a contact from your Fax.Plus address book.

• Action
  Delete fax

  Deletes a received or sent fax record from a Fax.Plus account by its ID.

• Action
  Delete outbox fax

  Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox.

• Action
  Get account

  Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account.

• Action
  Get outbox fax

  Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings.

• Action
  List contacts

  Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs.

• Action
  List faxes

  Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count.

• Action
  List numbers

  Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings.

• Action
  List outbox faxes

  Returns the faxes in an account's outbox that have not been sent yet.

• Action
  Send a Fax

  Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient.

• Action
  Update contact

  Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values.

• Action
  Update fax

  Updates a received or sent fax record's comment or shared note, or marks it as read or unread.

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