Integrate OnePageCRM with Saasu

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

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Create an invoice in Saasu for the latest closed deals in OnePageCRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM

OnePageCRM + Saasu

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Supported triggers and actions

Integrate OnePageCRM and Saasu 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 contact

Triggers when a new contact is created

New activity

Triggers when a new activity is created

New item

Triggers when a new item is created

New purchase order

Triggers when a new purchase order is created

New invoice

Triggers when a new invoice is created

Contact updated

Triggers when the details of an existing contact are updated

New company

Triggers when a new company is created

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 contact

Creates a new contact

Create activity

Creates a new activity

Create item

Creates a new item

Create inventory adjustment

Creates a new inventory adjustmemt

Create journal

Creates a new journal

Create account

Creates a new account

Create service invoice

Creates a new invoice with service layout

Create item invoice

Creates a new invoice with item layout and inventory items

Create company

Creates a new company

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update contact

Updates details of the selected contact

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update journal

Updates the details of an existing journal

Update company

Updates the details of an existing company

Update account

Updates the details of an existing account

Fetch contact

Fetches details of the selected contact

Update activity

Updates the details of an existing activity

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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 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

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