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

[esc]

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
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Upflow.
+

Generate an invoice in Upflow for newly closed deals in Onpipeline

Onpipeline + Upflow

Build your own integrations between Onpipeline and Upflow

Connect Onpipeline and Upflow 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 Upflow 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

Payment created

Triggers when a new payment is created

Invoice created

Triggers when a new invoice is created

Customer added

Triggers when a new customer is added

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 payment

Creates a payment entry

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create customer contact

Creates a new customer contact

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.

CRM

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.

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 >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY