Integrate OnePageCRM with Timely
Send information between OnePageCRM and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely for every deal won in your OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Timely for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Timely.
Create a new project in Timely for every deal won in your OnePageCRM
OnePageCRM + Timely
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Supported triggers and actions
Integrate OnePageCRM and Timely 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
Event created for user
Triggers when a new event is created for the selected user
Project created
Triggers when a new project is created
Event created
Triggers when a new event is created
Team created
Triggers when a new team is created
Client created
Triggers when a new client is created for the selected account
Event created in project
Triggers when a new event is created in the selected project
User added
Triggers when a new user is added
Account created
Triggers when a new account 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
Add user
Adds a new user
Create event in project
Creates a new event in the selected project
Create client
Creates a new client
Create event for user
Creates a new event for the selected user
Create project
Creates a new project
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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.
Learn more >
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
