Tookan + Upnify Integration

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Tookan + Upnify Integration
1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Tookan
    Create pick up and delivery task in Tookan
  • Tookan
    Create pick up task in Tookan
  • Tookan
    Create appointment task in Tookan
  • Tookan
    Create delivery task in Tookan
  • Tookan
    Create field workforce task in Tookan
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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