Integrate OnePageCRM with Trigger

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

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Create a new project in Trigger for every deal won in OnePageCRM

Initiate a project promptly following the closure of a deal. This flow will create a new project in Trigger for every deal won in your OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Trigger.
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Create a new project in Trigger for every deal won in OnePageCRM

OnePageCRM + Trigger

Build your own integrations between OnePageCRM and Trigger

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Supported triggers and actions

Integrate OnePageCRM and Trigger 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

Task created

Triggers when a new task is created in the selected project

Project created

Triggers when a new project is created

Company created

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 task

Creates a new task in the selected project

Create company

Creates a new company

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.

CRM

What is Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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