Integrate Onpipeline with Teambook
Send information between Onpipeline and Teambook automatically, without writing any code, using Zoho Flow.
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Create a new project in Teambook for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teambook 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 in Teambook.
Create a new project in Teambook for every deal won in Onpipeline
Onpipeline + Teambook
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Supported triggers and actions
Integrate Onpipeline and Teambook 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
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
User added
Triggers when a new user 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 booking
Creates a new booking
Create user
Creates a new user
Create client
Creates a new client
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.
Similar apps
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
Similar apps
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Logic
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