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Integrate Onpipeline with Easy Projects
Send information between Onpipeline and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Easy Projects for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects for every accomplished deal 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 Easy Projects.
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Create a new project in Easy Projects for every deal won in Onpipeline
Onpipeline + Easy Projects
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Build your own integrations between Onpipeline and Easy Projects
Connect Onpipeline and Easy Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Person added
Triggers when a new contact person is added
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Event updated
Triggers when a calendar event is updated
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Note added
Triggers when a new note is added
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Deal created
Triggers when a new deal is created
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New activity message
Triggers when a new message is posted in the selected activity
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New project
Triggers when a new project is created
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New project message
Triggers when a new message is posted in the selected project
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Updated project
Triggers when an existing project is updated
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New user
Triggers when a new user is created
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New project activity
Triggers when a new activity is created in the selected project
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New customer
Triggers when a new customer is created
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Updated activity
Triggers when an existing activity is updated
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New activity
Triggers when a new activity is created
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New time log
Triggers when a time log is created
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Updated time log
Triggers when an existing time log is updated
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Create deal
Creates a new deal
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Update person
Updates the details of an existing contact person
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Update organization
Updates the details of an existing organization
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Add person
Adds a new contact person
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Fetch event
Fetches the details of an existing event by ID
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Remove widget
Removes an existing widget using link ID
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Remove action menu
Removes an existing action menu using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create time log
Creates a new time log
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Create customer
Creates a new customer
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Create activity
Creates a new activity
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Post activity message
Posts a new message in an activity
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Update user
Updates the details of an existing user
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Create User
Creates a new user
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Create project
Creates a new project
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Post project message
Posts a new message in a project
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Update customer
Updates the details of an existing customer
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Update activity
Updates an existing activity
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Update project
Updates an existing project
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Update time log
Updates an existing time log
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Fetch time log
Fetches an existing time log by its unique ID
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Fetch activity
Fetches an existing activity by its unique ID
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Fetch project
Fetches an existing project by its unique ID
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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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