Integrate Onpipeline with awork
Send information between Onpipeline and awork automatically, without writing any code, using Zoho Flow.
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Create a project within awork for every accomplished deal in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in awork for every deal successfully closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in awork.
Create a project within awork for every accomplished deal in Onpipeline
Onpipeline + awork
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Supported triggers and actions
Integrate Onpipeline and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event is created
Project created
Triggers when a new project is created
Task status updated
Triggers when a task status is updated
Task created
Triggers when a new task is created in a project
Project status updated
Triggers when a project status is updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create project task
Creates a new task in the selected project
Add client
Creates a new client
Create project
Creates a new project
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
Fetch project status by name
Fetches the status of an existing project by name
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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