Integrate OnePageCRM with Timely

Send information between OnePageCRM and Timely automatically, without writing any code, using Zoho Flow.

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Create a new project in Timely for every deal won in your OnePageCRM

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Timely for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Timely.
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Create a new project in Timely for every deal won in your OnePageCRM

OnePageCRM + Timely

Build your own integrations between OnePageCRM and Timely

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Supported triggers and actions

Integrate OnePageCRM and Timely 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

Event created for user

Triggers when a new event is created for the selected user

Project created

Triggers when a new project is created

Event created

Triggers when a new event is created

Team created

Triggers when a new team is created

Client created

Triggers when a new client is created for the selected account

Event created in project

Triggers when a new event is created in the selected project

User added

Triggers when a new user is added

Account created

Triggers when a new account 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 event in project

Creates a new event in the selected project

Create event for user

Creates a new event for the selected user

Add user

Adds a new user

Create project

Creates a new project

Create client

Creates a new client

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.

CRM

What is Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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