Integrate OnePageCRM with ProWorkflow
Send information between OnePageCRM and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Generate an invoice in ProWorkflow for newly closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in ProWorkflow each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in ProWorkflow.
Generate an invoice in ProWorkflow for newly closed deals in OnePageCRM
OnePageCRM + ProWorkflow
Create a new contact in ProWorkflow whenever a new contact is created in OnePageCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in ProWorkflow each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in ProWorkflow.
Create a new contact in ProWorkflow whenever a new contact is created in OnePageCRM
OnePageCRM + ProWorkflow
Build your own integrations between OnePageCRM and ProWorkflow
Connect OnePageCRM and ProWorkflow 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 ProWorkflow 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
Company created
Triggers when a new company is added
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when a new contact is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Project created
Triggers when a new project is added
Message created
Triggers when a new message is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
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 invoice
Creates a new invoice
Add expense
Creates a new expense
Add contact
Creates a new contact
Add company
Creates a new company
Add project
Creates a new project
Find invoice
Fetches the details of an existing invoice
Find project
Fetches the details of an existing project
Find company
Fetches the details of an existing company by name or email address
Find contact
Fetches the details of an existing contact using username or email address
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
