Integrate Onpipeline with Shortcut
Send information between Onpipeline and Shortcut automatically, without writing any code, using Zoho Flow.
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Generate a new project in Shortcut for every deal successfully closed in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut 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 Shortcut.
Generate a new project in Shortcut for every deal successfully closed in Onpipeline
Onpipeline + Shortcut
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Supported triggers and actions
Integrate Onpipeline and Shortcut 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
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic is created
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment is added
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 comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Create team
Creates a new team
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using 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.
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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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