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Integrate Onpipeline with Hub Planner
Send information between Onpipeline and Hub Planner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Hub Planner for every deal won in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Hub Planner 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 Hub Planner.
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Create a new project in Hub Planner for every deal won in Onpipeline
Onpipeline + Hub Planner
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Build your own integrations between Onpipeline and Hub Planner
Connect Onpipeline and Hub Planner 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 Hub Planner 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 booking
Triggers when a new booking is created
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New or updated project
Triggers when a project is created or updated
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New or updated resource
Triggers when a resource is created or updated
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New or updated time entry
Triggers when a time entry is created or 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 entry
Creates a new time entry in the selected project
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Create resource
Creates a new resource
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Create project
Creates a new project
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Fetch project
Fetches a project by its unique ID
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Fetch time entry
Fetches a time entry by its unique ID
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Fetch resource
Fetches a resource by its unique ID
What is Hub Planner?
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.
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