Integrate OnePageCRM with Active Collab
Send information between OnePageCRM and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in your OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Active Collab for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in your OnePageCRM
OnePageCRM + Active Collab
Build your own integrations between OnePageCRM and Active Collab
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Supported triggers and actions
Integrate OnePageCRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
Task list created
Triggers when a new task list is created in a project
Task updated
Triggers when the details of an existing task is updated
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create company
Creates a new company
Create task
Creates a new task
Add comment to discussion
Adds a new comment to discussion
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
