Connect Flow and upilot to Build Intelligent Automations

Choose a Trigger

Flow

When this happens...

Choose an Action

upilot

Automatically do this!

Enable Integrations or automations with these events of Flow and upilot

Enable Integrations or automations with these events of Flow and upilot

Triggers

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Flow

Actions

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

Request a new Action for Flow

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Frequently Asked Questions

How do I start an integration between Flow and upilot?

To start, connect both your Flow and upilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in upilot (or vice versa).

Can we customize how data from Flow is recorded in upilot?

Absolutely. You can customize how Flow data is recorded in upilot. This includes choosing which data fields go into which fields of upilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Flow and upilot?

The data sync between Flow and upilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flow to upilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flow and upilot?

Yes, you can set conditional logic to control the flow of data between Flow and upilot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

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upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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