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Integrate OnePageCRM with Saasu
Send information between OnePageCRM and Saasu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
OnePageCRM + Saasu
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Build your own integrations between OnePageCRM and Saasu
Connect OnePageCRM and Saasu with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New pending deal
Triggers when there is a new pending deal
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New action
Triggers when a new action is created
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Deal won
Triggers when a deal is won
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New purchase order
Triggers when a new purchase order is created
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New company
Triggers when a new company is created
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New invoice
Triggers when a new invoice is created
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New contact
Triggers when a new contact is created
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New item
Triggers when a new item is created
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Contact updated
Triggers when the details of an existing contact are updated
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New activity
Triggers when a new activity is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create note
Creates a new note for the specified contact
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Fetch contact
Fetches the details of an existing contact
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Create item
Creates a new item
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Create account
Creates a new account
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Create contact
Creates a new contact
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Create inventory adjustment
Creates a new inventory adjustmemt
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Create item invoice
Creates a new invoice with item layout and inventory items
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Create activity
Creates a new activity
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Create service invoice
Creates a new invoice with service layout
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Create company
Creates a new company
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Create journal
Creates a new journal
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Update contact
Updates details of the selected contact
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Update company
Updates the details of an existing company
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Update inventory adjustment
Updates the details of an existing inventory adjustment
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Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
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Update account
Updates the details of an existing account
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Update activity
Updates the details of an existing activity
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Update journal
Updates the details of an existing journal
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Fetch contact
Fetches details of the selected contact
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Fetch Invoice
Fetches details of the selected invoice
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Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
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What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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