Integrate Onpipeline with Mavenlink

Send information between Onpipeline and Mavenlink automatically, without writing any code, using Zoho Flow.

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Create a new project in Mavenlink for every deal won in your Onpipeline

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Mavenlink for every deal won in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Mavenlink.
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Create a new project in Mavenlink for every deal won in your Onpipeline

Onpipeline + Mavenlink

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Supported triggers and actions

Integrate Onpipeline and Mavenlink 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

Post created

Triggers when a new post is created

Story created

Triggers when a new story - task, deliverable or milestone is created

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 Story

Creates a task, deliverable, or milestone in the selected project

Create Post

Creates a new post in the selected project

Create Project

Creates a new project

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.

CRM

What is Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

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.

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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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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