Integrate Onpipeline with Pivotal Tracker
Send information between Onpipeline and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Pivotal Tracker for every deal successfully closed in Onpipeline
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Pivotal Tracker for every deal won 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 Pivotal Tracker.
Generate a new project in Pivotal Tracker for every deal successfully closed in Onpipeline
Onpipeline + Pivotal Tracker
Build your own integrations between Onpipeline and Pivotal Tracker
Connect Onpipeline and Pivotal Tracker 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 Pivotal Tracker 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
New Project
Triggers when a new project is created
New Activity
Triggers when new activity happens
New Story
Triggers when a new story is created in the selected project
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
Creates a new project
Create Story
Creates a new story in the selected project
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.
Similar apps
What is Pivotal Tracker?
Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.
Similar apps
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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
