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 950+ 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 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.
Similar apps
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
Similar apps
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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
