Nifty + Upnify Integration

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Upnify + Nifty Integration

Create Nifty task for new Upnify client

Upnify and Nifty are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in Nifty? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Upnify + Nifty Integration

Create Nifty task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Nifty to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and Nifty, creating task in Nifty is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Nifty to keep your team up-to-date.
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Nifty + Upnify Integration
1.
  • Nifty
    Task is created in Nifty
  • Nifty
    Task is Completed in Nifty
  • Nifty
    Project is created in Nifty
  • Nifty
    Task list is created in Nifty
  • Nifty
    Portfolio is created in Nifty
  • Nifty
    Subtask is created in Nifty
  • Nifty
    Document is created in Nifty
  • Nifty
    Tag is created in Nifty
  • Nifty
    New message is sent in Nifty
  • Nifty
    File is created in Nifty
  • Nifty
    Milestone is created in Nifty
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • Nifty
    Create task in Nifty
  • Nifty
    Get task by ID in Nifty
  • Nifty
    Update task in Nifty
  • Nifty
    Create project in Nifty
  • Nifty
    Create subtask in Nifty
  • Nifty
    Create portfolio in Nifty
  • Nifty
    Create task list/group in Nifty
  • Nifty
    Send message in Nifty
  • Nifty
    Create milestone in Nifty
  • Nifty
    Create tag in Nifty
  • Nifty
    Create document in Nifty
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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