Integrate Onpipeline with Easy Projects

Send information between Onpipeline and Easy Projects automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new project in Easy Projects for every deal won in Onpipeline

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects for every accomplished deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Easy Projects.
+

Create a new project in Easy Projects for every deal won in Onpipeline

Onpipeline + Easy Projects

Build your own integrations between Onpipeline and Easy Projects

Connect Onpipeline and Easy Projects with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Onpipeline and Easy Projects 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

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New activity message

Triggers when a new message is posted in the selected activity

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project

Triggers when a new project is created

New time log

Triggers when a time log is created

New project message

Triggers when a new message is posted in the selected project

Updated time log

Triggers when an existing time log 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

Update user

Updates the details of an existing user

Create User

Creates a new user

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Create time log

Creates a new time log

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Create project

Creates a new project

Post project message

Posts a new message in a project

Update project

Updates an existing project

Update time log

Updates an existing time log

Update activity

Updates an existing activity

Fetch project

Fetches an existing project by its unique ID

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

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.

CRM

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY