Integrate Onpipeline with Shortcut
Send information between Onpipeline and Shortcut automatically, without writing any code, using Zoho Flow.
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Generate a new project in Shortcut for every deal successfully closed in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut for every accomplished deal 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 Shortcut.
Generate a new project in Shortcut for every deal successfully closed in Onpipeline
Onpipeline + Shortcut
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Supported triggers and actions
Integrate Onpipeline and Shortcut 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
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Project created
Triggers when a new project is created
Epic created
Triggers when a new epic is created
Story created
Triggers when a new story is created in a 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 epic
Creates a new epic
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create milestone
Creates a new milestone
Create project
Creates a new project
Create iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Create label
Creates a new label
Create category
Creates a new category
Update team
Update details of an existing team
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update label
Updates the details of an existing label
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using 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.
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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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CEO, Lakeside CNC Group
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