Integrate OnePageCRM with Trigger
Send information between OnePageCRM and Trigger automatically, without writing any code, using Zoho Flow.
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Create a new project in Trigger for every deal won in OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in Trigger for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Trigger.
Create a new project in Trigger for every deal won in OnePageCRM
OnePageCRM + Trigger
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Supported triggers and actions
Integrate OnePageCRM and Trigger 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
New company
Triggers when a new company is created
New project
Triggers when a new project is created
New task
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 project
Creates a new project
Create company
Creates a new company
Create task
Create a new task in the selected project
What is Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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Toto
Technical Engineer, Master Liveaboards
