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  2. upbooks

Automate your workflow with upbooks & Yoom

Yoom integrates with upbooks without code, allowing you to automate upbooks operations via API. For example, you can sync invoice and customer data registered in upbooks to Google Sheets for easy analysis, or automatically send notifications to communication tools like Slack to keep your whole team updated in real time.
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upbooks

No-Code API Actions

Automation operations
  • Create Client
  • Search Clients
  • Get Client
  • Delete Client
  • Update Client
  • Create Task
  • Search Tasks
  • Get Task
  • Delete Task
  • Create Lead
  • Search Leads
  • Update Lead
  • Get Lead
  • Delete Lead
  • Search Deal
  • Create Deal
  • Update Deal
  • Get Deal
  • Delete Deal
  • Search Invoices
  • Get Invoice
  • Delete Invoice
Automation triggers
  • No actions yet.
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