Upnify Integration
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Supported Triggers and Actions in Upnify
Workflow is a set of actions. Trigger is an event that starts the workflow, and an action is an event that is executed by workflow to sync data with your app.
Client Phase Change
Triggers when the client phase changes.
TriggerOpportunity Phase Change
Triggers when the opportunity phase changes.
TriggerProspect Phase Change
Triggers when the prospect phase changes.
TriggerClient Archived
Triggers when the client is archived.
TriggerClient Shared
Triggers when a client is shared.
TriggerClient Discarded
Triggers when a client is discarded.
TriggerClient Edited
Triggers when a client is edited.
TriggerClient Tagged
Triggers when a client is tagged.
TriggerClient Unshared
Triggers when a client is unshared.
TriggerNew client
Triggers when a new client is created.
TriggerClient Reactivated
Triggers when a client is reactivated.
TriggerOpportunity Discarded
Triggers when an opportunity is deleted.
TriggerOpportunity Edited
Triggers when an opportunity is edited.
TriggerNew opportunity
Triggers when an opportunity is created.
TriggerOpportunity Reactivated
Triggers when an opporttunity is reactivated.
TriggerOpportunity Reassigned
Triggers when the opportunity is reassigned.
TriggerProspect Archived
Triggers when a prospect is archived.
TriggerProspect Shared
Triggers when the prospect is shared.
TriggerProspect Discarded
Triggers when the prospect is discarded.
TriggerProspect Edited
Trigers when the prospect is edited.
TriggerNew prospect
Triggers when a new prospect is created.
TriggerProspect Reactivated
Triggers when the prospect is reactivated.
TriggerProspect Reassigned
Triggers when the prospect is reassigned.
TriggerInflux record
Triggers when an influx record is created.
TriggerClient Follow-Up
Triggers when a client is follwed up.
TriggerOpportunity follow-up
Triggers when an opportunity is follwed up.
TriggerProspect Follow-Up
Triggers when a prospect is follwed up.
TriggerSale Deleted
Triggers when a sale is deleted.
TriggerNew sale
Triggers when a new sale is created.
Trigger
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
Send a Slack alert to the sales team when an Upnify opportunity changes phase
Add new Upnify prospects to a Mailchimp audience for nurture emails
Create a HubSpot CRM contact for each new Upnify client
Create a follow-up task in ClickUp when a new Upnify opportunity is created
When an Upnify client is reactivated, log it in Google Sheets, notify the rep in Slack, then update the row status
Connect Upnify with 753+ Apps
Build powerful automated workflows by connecting Upnify with your favorite tools and platforms
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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.
Upnify Integration Changelog
Track the latest updates, new features, and improvements
v1.0 – June 2026
– Initial release