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Integrate Onpipeline with Neaktor
Send information between Onpipeline and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Neaktor for every accomplished deal in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Neaktor for every deal won 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 using the specified module in Neaktor.
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Create a project within Neaktor for every accomplished deal in Onpipeline
Onpipeline + Neaktor
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Build your own integrations between Onpipeline and Neaktor
Connect Onpipeline and Neaktor 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 Neaktor 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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Task deleted
Triggers when a task is deleted
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Task created
Triggers when a new task is created
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Task status updated
Triggers when the details of an existing task is updated
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Assignee changed
Triggers when the assignee is changed
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Task comment added
Triggers when a new task comment is added
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Task status completed
Triggers when a task status is marked complete
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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Add project managers
Adds project managers to the specified project
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Create task
Creates a new task using the specified task model
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Create reminder
Creates a new reminder
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Create event
Creates a new event
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Create project
Creates a new project using the specified module
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Update project
Updates the details of an existing project
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Update event
Updates the details of an event
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Update task
Updates the details of an existing task using ID or IDx
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Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
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Fetch user
Fetches the details of an existing user using email address
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Fetch task
Fetches the details of an existing project using ID or IDx
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Fetch project
Fetches the details of an existing project using ID or key
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.
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What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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