

Integrate Iterate with Onpipeline
Send information between Iterate and Onpipeline automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Iterate and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Survey response received
Triggers when a response is received for a survey

Survey created
Triggers when a new survey is created

Survey question answered
Triggers when each question in a survey is answered

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

Fetch survey
Fetches the details of an existing survey using ID

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 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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