Connect Giddh and upsales to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Giddh
Choose an Action
Automatically do this!
- Request a new Action for upsales
Enable Integrations or automations with these events of Giddh and upsales
Enable Integrations or automations with these events of Giddh and upsales
Actions
Create Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
Find Company
Find a Company using uniqueId.
Create Group
Creates a Group
Delete Group
Delete a Group.
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Frequently Asked Questions
To start, connect both your Giddh and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in upsales (or vice versa).
Absolutely. You can customize how Giddh data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.
The data sync between Giddh and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Giddh and upsales. 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.
About Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn MoreAbout upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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