Connect Upsales to MoEngage

Both apps 26Upsales 18MoEngage 8

• 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 or Remove User From Cohort (Audience)

  Adds users to, or removes users from, a partner-synced custom segment (cohort) in MoEngage. Only users who already exist in MoEngage are matched; no new users are created.

• Action
  Create or update device

  Creates a new device for an existing MoEngage user, or updates the properties of one of that user's devices. MoEngage accepts the request and processes it shortly afterwards.

• Action
  Create or Update User

  Creates a new MoEngage user or updates the attributes of an existing user.

• Action
  Delete users

  Requests permanent deletion of one MoEngage user, identified by customer ID or MoEngage ID. The user stays active for a 24-hour buffer period and cannot be retrieved once deleted.

• Action
  Fetch Campaign Report

  Downloads a generated MoEngage campaign report file by its file name. Reports can be downloaded for 7 days after they are generated.

• Action
  Find users

  Returns the MoEngage user profiles that match the Customer IDs or MoEngage IDs you specify, and lists any IDs that were not found.

• Action
  Import User Event

  Records one or more events a user performed, with their attributes and times, on the user's MoEngage profile. Creates the user if needed.

• Action
  Merge users

  Merges duplicate MoEngage user profiles by moving each merged user's data into the retained user. MoEngage cannot undo a merge, so check the user IDs before running it.

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