Integrate Onpipeline with Wrike
Send information between Onpipeline and Wrike automatically, without writing any code, using Zoho Flow.
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Create a new project in Wrike for every deal won in Onpipeline
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Wrike 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 under the selected folder in Wrike.
Create a new project in Wrike for every deal won in Onpipeline
Onpipeline + Wrike
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Supported triggers and actions
Integrate Onpipeline and Wrike 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
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Task event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or 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.
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Create project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Add comment to folder or project
Adds a comment to the selected folder or project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or 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.
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What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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