Integrate Onpipeline with awork
Send information between Onpipeline and awork automatically, without writing any code, using Zoho Flow.
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Create a project within awork for every accomplished deal in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in awork for every deal successfully closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in awork.
Create a project within awork for every accomplished deal in Onpipeline
Onpipeline + awork
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Supported triggers and actions
Integrate Onpipeline and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Project status updated
Triggers when a project status is updated
Project created
Triggers when a new project is created
Task status updated
Triggers when a task status is updated
Task created
Triggers when a new task is created in a project
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Create project task
Creates a new task in the selected project
Add client
Creates a new client
Create project
Creates a new project
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
Fetch project status by name
Fetches the status of an existing project by name
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
