Integrate Onpipeline with TeamGantt

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

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Create a new project in TeamGantt for every deal won in Onpipeline

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in TeamGantt for every deal successfully closed in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates new project in TeamGantt.
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Create a new project in TeamGantt for every deal won in Onpipeline

Onpipeline + TeamGantt

Build your own integrations between Onpipeline and TeamGantt

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Supported triggers and actions

Integrate Onpipeline and TeamGantt 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

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 label

Creates a new company label

Add checklist item

Creates a new checklist item in the specified task

Create task

Creates new task

Create project

Creates new project

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task 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.

CRM

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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Logic

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Custom functions

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

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