Integrate TrackVia with Onpipeline
Send information between TrackVia and Onpipeline automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TrackVia and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record Added
Triggers when a new record is added to an existing view
Record Updated
Triggers when the details of an existing record are updated
Event created
Triggers when a new calendar event is created
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
All Actions - Actions are the automated tasks
Add Record to View
Adds a record to the specified view
Update record
Updates the details of an existing record by record ID
Fetch record
Fetches the details of an existing record by record ID
Add lead
Creates a new lead
Add organization
Adds a new organization
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update person
Updates the details of an existing contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
What is TrackVia?
Trackvia is a low-code workflow automation platform that allows users to design and deploy customized mobile and web applications.
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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Technical Engineer, Master Liveaboards
