Connect Upnify with another app

Upnify integration

Connect Upnify with 918+ other apps in FlowMattic. Pick a trigger, add Upnify steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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29 triggers Integration version 1.0.0 Category: Sales & CRM Unlimited workflows and runs

Pair Upnify with another app

See what the two do together: triggers, actions and example workflows.

Popular with Upnify

Triggers and actions for Upnify

A trigger is the Upnify event that starts a workflow. An action is what FlowMattic does in Upnify from a step.

Event	What it does	Type
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

Three steps to a running Upnify workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Upnify once
Add a Upnify connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Upnify event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Upnify steps and logic
Chain Upnify actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Upnify workflows people build

Each example pairs Upnify with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Log every new Upnify client in a Google Sheets spreadsheet

Upnify to Google Sheets

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

Upnify to Slack

Add new Upnify prospects to a Mailchimp audience for nurture emails

Upnify to Mailchimp

Create a HubSpot CRM contact for each new Upnify client

Upnify to HubSpot CRM

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

Upnify to ClickUp

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

Upnify to Google Sheets, then Slack, then Google Sheets

Browse the workflow library

Connect Upnify with other apps

278 apps have triggers or actions that work with Upnify. The ones used together most often come first.

Showing 24 of 278 apps

About Upnify

FlowMattic integration 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.