Integrate Onpipeline with Roll
Send information between Onpipeline and Roll automatically, without writing any code, using Zoho Flow.
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Generate a new project in Roll for every deal successfully closed in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Roll for every deal won in your 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 Roll.
Generate a new project in Roll for every deal successfully closed in Onpipeline
Onpipeline + Roll
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Supported triggers and actions
Integrate Onpipeline and Roll 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
Time record created
Triggers when a new time record is created
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
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 company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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