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Integrate OnePageCRM with Shortcut
Send information between OnePageCRM and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Shortcut for every accomplished deal in OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Shortcut for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Shortcut.
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Create a project within Shortcut for every accomplished deal in OnePageCRM
OnePageCRM + Shortcut
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Build your own integrations between OnePageCRM and Shortcut
Connect OnePageCRM and Shortcut with over 1000+ 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 Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New pending deal
Triggers when there is a new pending deal
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New action
Triggers when a new action is created
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Deal won
Triggers when a deal is won
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New contact
Triggers when a new contact is created
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Story created
Triggers when a new story is created in a project
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Epic created
Triggers when a new epic is created
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Project created
Triggers when a new project is created
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Milestone created
Triggers when a new milestone is created
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Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create note
Creates a new note for the specified contact
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Fetch contact
Fetches the details of an existing contact
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Create comment
Creates a new comment in a selected story
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Create project
Creates a new project
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Create label
Creates a new label
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Create team
Creates a new team
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Create milestone
Creates a new milestone
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Create epic
Creates a new epic
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Create iteration
Creates a new iteration
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Create category
Creates a new category
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Create story
Creates a new story in the selected project
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Update label
Updates the details of an existing label
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Update iteration
Update details of an existing iteration
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Update story
Updates the details of an existing story
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Update team
Update details of an existing team
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Update epic
Updates the details of an existing epic
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Fetch epic
Fetch the details of an existing epic using ID
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Fetch team
Fetch the details of an existing team using 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.
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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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