Verified integration

Upnify Integration

Connect Upnify with 805+ apps and build intelligent automated workflows — no code, ready in minutes.

Get FlowMattic — start automating View triggers & actions

Try free for 14 days No coding required 5-minute setup

How it connects

Supported triggers & actions in Upnify

A trigger is the event that starts the workflow; an action is what FlowMattic performs to sync data with Upnify.

Client Phase Change
Triggers when the client phase changes.
Trigger
Opportunity Phase Change
Triggers when the opportunity phase changes.
Trigger
Prospect Phase Change
Triggers when the prospect phase changes.
Trigger
Client Archived
Triggers when the client is archived.
Trigger
Client Shared
Triggers when a client is shared.
Trigger
Client Discarded
Triggers when a client is discarded.
Trigger
Client Edited
Triggers when a client is edited.
Trigger
Client Tagged
Triggers when a client is tagged.
Trigger
Client Unshared
Triggers when a client is unshared.
Trigger
New client
Triggers when a new client is created.
Trigger
Client Reactivated
Triggers when a client is reactivated.
Trigger
Opportunity Discarded
Triggers when an opportunity is deleted.
Trigger
Opportunity Edited
Triggers when an opportunity is edited.
Trigger
New opportunity
Triggers when an opportunity is created.
Trigger
Opportunity Reactivated
Triggers when an opporttunity is reactivated.
Trigger
Opportunity Reassigned
Triggers when the opportunity is reassigned.
Trigger
Prospect Archived
Triggers when a prospect is archived.
Trigger
Prospect Shared
Triggers when the prospect is shared.
Trigger
Prospect Discarded
Triggers when the prospect is discarded.
Trigger
Prospect Edited
Trigers when the prospect is edited.
Trigger
New prospect
Triggers when a new prospect is created.
Trigger
Prospect Reactivated
Triggers when the prospect is reactivated.
Trigger
Prospect Reassigned
Triggers when the prospect is reassigned.
Trigger
Influx record
Triggers when an influx record is created.
Trigger
Client Follow-Up
Triggers when a client is follwed up.
Trigger
Opportunity follow-up
Triggers when an opportunity is follwed up.
Trigger
Prospect Follow-Up
Triggers when a prospect is follwed up.
Trigger
Sale Deleted
Triggers when a sale is deleted.
Trigger
New sale
Triggers when a new sale is created.
Trigger

Connect Upnify to 805+ apps

Getting started

Up and running in three steps

Connect your account

Authorize Upnify inside FlowMattic in a couple of clicks — no API keys to hunt down.

Pick a trigger

Choose the Upnify event that should kick off your workflow.

Automate the actions

Chain in as many actions and apps as you need — FlowMattic runs the workflow 24/7.

In the wild

Popular Upnify workflows

See how teams are using Upnify with FlowMattic to automate their work.

Log every new Upnify client in a Google Sheets spreadsheet

Upnify + Google Sheets

Send a Slack alert to the sales team when an Upnify opportunity changes phase

Upnify + Slack

Add new Upnify prospects to a Mailchimp audience for nurture emails

Upnify + Mailchimp

Create a HubSpot CRM contact for each new Upnify client

Upnify + HubSpot CRM

Create a follow-up task in ClickUp when a new Upnify opportunity is created

Upnify + ClickUp

When an Upnify client is reactivated, log it in Google Sheets, notify the rep in Slack, then update the row status

Upnify + Google Sheets + Slack + Google Sheets

Browse more

Connect Upnify with 805+ apps

Build powerful automated workflows by connecting Upnify with your favorite tools and platforms.

Showing 25 of 805 integrations

View all integrations

About Upnify

Version 1.0.0

Upnify is a sales-focused CRM that helps small businesses and sales teams track prospects, clients, and opportunities through their pipeline stages with built-in follow-up tools. Connect Upnify to FlowMattic to automatically sync new clients, opportunities, and phase changes with your spreadsheets, email tools, and messaging apps.

Related categories

Sales & CRM

Similar apps

OptinMonster

Forms & Surveys

Calldrip

Lead Generation

Insites

Lead Generation