Integrate OnePageCRM with Easy Projects

Send information between OnePageCRM and Easy Projects automatically, without writing any code, using Zoho Flow.

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Create a new project in Easy Projects for every deal won in OnePageCRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Easy Projects for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Easy Projects.
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Create a new project in Easy Projects for every deal won in OnePageCRM

OnePageCRM + Easy Projects

Build your own integrations between OnePageCRM and Easy Projects

Connect OnePageCRM and Easy Projects with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Easy Projects 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

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New project message

Triggers when a new message is posted in the selected project

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log 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

Create time log

Creates a new time log

Create customer

Creates a new customer

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Update user

Updates the details of an existing user

Create User

Creates a new user

Create project

Creates a new project

Post project message

Posts a new message in a project

Update customer

Updates the details of an existing customer

Update activity

Updates an existing activity

Update project

Updates an existing project

Update time log

Updates an existing time log

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch project

Fetches an existing project by its unique ID

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.

CRM

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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