Integrate OnePageCRM with Timely
Send information between OnePageCRM and Timely automatically, without writing any code, using Zoho Flow.
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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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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