Integrate Onpipeline with Ronin

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Create an invoice in Ronin for recently won deals in Onpipeline

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Ronin each time a deal is 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 invoice in Ronin.
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Create an invoice in Ronin for recently won deals in Onpipeline

Onpipeline + Ronin

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Supported triggers and actions

Integrate Onpipeline and Ronin 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

Task added

Triggers when a new task is added

Client created

Triggers when a new client is created

Payment created

Triggers when a new payment is added

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Project created

Triggers when a new project 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 estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create client

Creates a new client

Create contact

Creates a new contact

Create expense

Creates a new expense

Create task

Creates a new task

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 Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

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