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
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.
Create a project within Shortcut for every accomplished deal in OnePageCRM
OnePageCRM + Shortcut
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Supported triggers and actions
Integrate OnePageCRM and Shortcut 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
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic is created
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment 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
Create comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Create team
Creates a new team
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Fetch epic
Fetch the details of an existing epic using ID
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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Build comprehensive workflows using
Webhook triggers
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn 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
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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.
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