Integrate Float with Onpipeline
Send information between Float and Onpipeline automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Float and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Person created
Triggers when a new person is added
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Client created
Triggers when a new client is created
Time off created
Triggers when a new time off is created
Department created
Triggers when a new department is created
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
All Actions - Actions are the automated tasks
Create project
Creates a new project
Add person
Adds a new person
Create time off
Creates a new time off
Create milestone
Creates a new milestone
Create task
Creates a new task
Create client
Creates a new client
Create department
Creates a new department
Fetch client
Fetches the details of an existing client by name
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
What is Float?
Float is resource scheduling software for teams. You can view updates in real time, create recurring schedules, and find data with custom search.
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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
Endless integrations. End to manual work.
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