Integrate Onpipeline with Wild Apricot

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

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Create an invoice in Wild Apricot for the latest closed deals in Onpipeline

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wild Apricot whenever a deal is 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 a new invoice in Wild Apricot.
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Create an invoice in Wild Apricot for the latest closed deals in Onpipeline

Onpipeline + Wild Apricot

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Supported triggers and actions

Integrate Onpipeline and Wild Apricot 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

Event created or updated

Triggers when an event is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Payment created or updated

Triggers when a payment is created or updated

Contact created or updated

Triggers when a contact is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

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

Fetch event registration

Fetches the details of an existing event registration

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch event

Fetches the details of an existing event

Fetch contact

Fetches the details of an existing contact

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 Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, 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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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