Integrate OnePageCRM with Easy Projects
Send information between OnePageCRM and Easy Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Easy Projects for every deal won in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Easy Projects 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 Easy Projects.
Create a new project in Easy Projects for every deal won in OnePageCRM
OnePageCRM + Easy Projects
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Supported triggers and actions
Integrate OnePageCRM and Easy Projects 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
Updated activity
Triggers when an existing activity is updated
New activity
Triggers when a new activity is created
New activity message
Triggers when a new message is posted in the selected activity
New project activity
Triggers when a new activity is created in the selected project
New customer
Triggers when a new customer is created
Updated project
Triggers when an existing project is updated
New user
Triggers when a new user is created
New project
Triggers when a new project is created
New time log
Triggers when a time log is created
New project message
Triggers when a new message is posted in the selected project
Updated time log
Triggers when an existing time log is updated
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
Update user
Updates the details of an existing user
Create User
Creates a new user
Create activity
Creates a new activity
Post activity message
Posts a new message in an activity
Create time log
Creates a new time log
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
Create project
Creates a new project
Post project message
Posts a new message in a project
Update project
Updates an existing project
Update time log
Updates an existing time log
Update activity
Updates an existing activity
Fetch project
Fetches an existing project by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
