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Cinode + Upsales

Cinode + Upsales

Cinode + Upsales integrations

Create Cinode projects from new Upsales opportunities

This Zapier template runs when a new Upsales opportunity is created. Zapier will find or create the customer based on the client name field and then create the project in Cinode.

When this happens...
New OpportunityTriggers when an opportunity is created.
TriggerPolling
automatically do this...
Search CustomerFind Customer by Name, identification or CorporateIdentityNumber.
ActionSearch
then do this!
Create ProjectAdd a new Project in Talent Business.
ActionWrite

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More things you can do with Upsales and Cinode

Discover other triggers and actions you can use with Upsales and Cinode

New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Company
Triggers when a company is created.
Trigger
Polling
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
Try It
New Segment
Triggers when a segment is created.
Trigger
Polling
Try It
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

New Form Submit
Submits data into a selected Upsales form.
Action
Write
- Id
  Required
- Name
- User ID
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write

- Name
  Required
Action
Search
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write
- Company Id
  Required
Trigger
Polling
Try It
- Company Id
  Required
Trigger
Instant
Try It
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- Gender
- Birth Year
- Pipeline Id
- Pipeline Stage Id
- Title
- Description
- Email
- Phone
- LinkedIn URL
- Rating
- State
- Available From
- Recruitment Source Id
- Employer
- Currency Id
Action
Write
- Company Id
  Required
- Customer Name
  Required
- Description
- Email
- Corporate Identity Number
- Identification
- Home Page
- Phone
Action
Write
- companyId
  Required
- customerId
  Required
- event type
  Required
- event title
  Required
- Note Description
- Note visibility
  Required
- Note type
- Customer contact id
Action
Write
- Company Id
  Required
- Project Id
  Required
- Tag Name
- Tag Id
Action
Write
- Project Id
  Required
- Company Id
  Required
- Title
  Required
- Description
- Start Date
- End Date
- Rate
- Extent
- Oral Agreement End Date
- Option to Date
- Contract Type
- Extent Type
- Currency
Action
Write
- Company Id
  Required
- Customer Id
  Required
- Name
- Description
- Corporate identity number
- VAT Number
- Customer Identification
- Email
- Home page
- Phone number
- Fax
- Intermediator
Action
Write
- Company Id
  Required
- Term
- Customer Id
Action
Search
- CompanyId
  Required
- Name
- Identification
- CorporateIdentityNumber
- Name search operator
Action
Search
- CompanyId
  Required
- Term
- Customer Id
  Required
- firstName
  Required
- Last name
  Required
- email
- Phone
- Title
- Comments
Action
Search or write
- Company Id
  Required
- Customer Name
  Required
- Identification
- Corporate Identity Number
- Name search operator
- Description
- Email
- Home Page
- Phone
Action
Search or write

New Appointment
Triggers when an appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when contact added to segment.
Trigger
Polling
Try It
New Order
Triggers when an order is created.
Trigger
Polling
Try It
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
- ContactIds
Action
Write
- Name
  Required
- Phone
- CellPhone
- Email
- Title
- ClientId
  Required
Action
Write
- MeetingId
  Required
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
Action
Write
- Id
  Required
- Name
- Phone
- CellPhone
- Email
- Title
- ClientId
Action
Write
- Email
  Required
Action
Search
- Company Id
  Required
Trigger
Polling
Try It
- Company Id
  Required
Trigger
Polling
Try It
- CompanyId
  Required
- Id
  Required
- Candidate Attachment File
  Required
- Candidate Attachment Filename Override
- Attachment Title
  Required
- File Description
Action
Write
- companyId
  Required
- Candidate Id
  Required
- Uri
  Required
- title
  Required
- Link Description
Action
Write
- CompanyId
  Required
- Customer Id
  Required
- firstName
  Required
- Last name
  Required
- email
- Phone
- Title
- Comments
Action
Write
- Company Id
  Required
- Pipeline Id
- Pipeline Stage Id
- Customer Id
- Title
- Description
- Identifier
- Customer Identifier
- Estimated Close Date
- Estimated Value
- Currency ID
- Project State
- Probability
Action
Write
- Company Id
  Required
- Project Id
  Required
- Title
  Required
- Description
- Status
- Assigned to User
- Due date
- Task type
Action
Write
- Company Id
  Required
- Project Id
  Required
- Tags
  Required
Action
Write
- Company Id
  Required
- Customer Id
  Required
- Project Id
  Required
- Title
- Description
- Pipeline Id
- Identifier
- Customer Identifier
- Estimated Value
- Estimated Close Date
- Probability
- Project State
- Currency Id
- Pipeline Stage Id
Action
Write
- CompanyId
  Required
- Identification
- Customer Identifier
- Title
Action
Search
- Company Id
  Required
- Customer Name
  Required
- Identification
- Corporate Identity Number
- Description
- Email
- Home Page
- Phone
Action
Search or write
- Company Id
  Required
- Identification
- Customer Identifier
- Title
- Pipeline Id
- Pipeline Stage Id
- Customer Id
- Description
- Identifier
- Estimated Close Date
- Estimated Value
- Currency ID
- Project State
- Probability
Action
Search or write

About Cinode

Cinode is a way to run consultancies with support for sales, resourcing and skills management.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About 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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier