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Integrate Onpipeline with Upflow
Send information between Onpipeline and Upflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an invoice in Upflow for newly closed deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Upflow for every finalised 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 invoice in Upflow.
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Generate an invoice in Upflow for newly closed deals in Onpipeline
Onpipeline + Upflow
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Build your own integrations between Onpipeline and Upflow
Connect Onpipeline and Upflow with over 850+ 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 Upflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when an existing deal is updated
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Person added
Triggers when a new contact person is added
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Organization created
Triggers when a new organization is created
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Deal updated as won
Triggers when a deal is updated as won
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Event updated
Triggers when a calendar event is updated
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Deal created
Triggers when a new deal is created
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Event created
Triggers when a new calendar event is created
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Payment created
Triggers when a new payment is created
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Invoice created
Triggers when a new invoice is created
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Customer added
Triggers when a new customer is added
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add organization
Adds a new organization
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Update deal
Updates the details of an existing deal
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Update person
Updates the details of an existing contact person
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Add person
Adds a new contact person
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Update organization
Updates the details of an existing organization
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Fetch organization
Fetches the details of an existing organisation by name
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Fetch person
Fetches the details of an existing person by full name
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Create payment
Creates a payment entry
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Create customer
Creates a new customer
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Create invoice
Creates a new invoice
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Create customer contact
Creates a new customer contact
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Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
Similar apps
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