Integrate OnePageCRM with Taskworld
Send information between OnePageCRM and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a project within Taskworld for every accomplished deal in OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Taskworld for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Taskworld.
Create a project within Taskworld for every accomplished deal in OnePageCRM
OnePageCRM + Taskworld
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Supported triggers and actions
Integrate OnePageCRM and Taskworld 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
Project created
Triggers when a new project 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
Add task to task list
Adds a task to a task list in the specified project and workspace
Create message
Creates a message in the selected workspace
Create task
Creates a new task
Create project
Creates a new project
Create tag
Creates a new tag
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch user
Fetches the details of an existing user
Fetch tag
Fetches the details of an existing tag
Fetch task
Fetches the details of an existing task
Remove tag from task
Removes an existing tag from the specified task
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 Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
