Integrate OnePageCRM with awork
Send information between OnePageCRM and awork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in awork for every deal won in your OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in awork for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in awork.
Create a new project in awork for every deal won in your OnePageCRM
OnePageCRM + awork
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Supported triggers and actions
Integrate OnePageCRM and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in a project
Task status updated
Triggers when a task status is updated
Project status updated
Triggers when a project status is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Add client
Creates a new client
Create project task
Creates a new task in the selected project
Create project
Creates a new project
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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