Integrate OnePageCRM with Upflow
Send information between OnePageCRM and Upflow automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Upflow for newly closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Upflow whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Upflow.
Generate an invoice in Upflow for newly closed deals in OnePageCRM
OnePageCRM + Upflow
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Supported triggers and actions
Integrate OnePageCRM and Upflow 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
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
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 payment
Creates a payment entry
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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