Articles in this section

• Introduction to Apps in Upsales

  Use apps to make seamless customisations and integrations with Upsales. Combine information from ...

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• When should I use external config?

  Only use an external config if you only need the "fields" option. If you need any other option li...

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• When building apps, what is the "public app" setting?

  If you set your app to public, it will be available for every Upsales account to install. Read mo...

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• How to activate an app built in Upsales

  Toggle to activate your app. If your app is not set to public, only your own Upsales account can ...

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• Initiate when app is activated or saved

  A request is made to your app when someone activates the app or saves the configuration for the a...

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• How to add requirements for apps

  Limit your app to only be available to Upsales account with certain features. Requirements are li...

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• How to add fields in apps

  Specify the company and/or user fields your app needs its users to configure when activating or s...

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• Version

  You can build custom apps for Upsales. Version is one example. Keep track of which version of you...

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• Endpoint

  The location of your web server. Please note, the endpoint must use SSL/https or no requests will...

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• Initiate manually

  Initiate your app to run whenever you feel like it and add custom data to the request. Perhaps to...

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• App triggers

  A request will be made to your app when a user does something in the system. The following trigge...

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• App callback

  App callback is a way for your app to save data, update log and notify users from any Upsales re...

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• Request body

  Here's an explanation of each property you might find in the body of any request Upsales posts to...

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• Custom marketing events

  Building an Upsales app for a chat provider, webinar host or any other type of lead conversion se...

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• App Json

  The App Json is where you configure most of your app. Specify fields, UI elements and requiremen...

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• UI Widgets

  Use widgets to make your app interactive to Upsales users. Widgets are available at a few hotspo...

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