Integrate OnePageCRM with Active Collab
Send information between OnePageCRM and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in your OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Active Collab for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in your OnePageCRM
OnePageCRM + Active Collab
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Supported triggers and actions
Integrate OnePageCRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
Task updated
Triggers when the details of an existing task is updated
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task list created
Triggers when a new task list is created in a project
Comment added
Triggers when a comment is added to an object
Task created
Triggers when a new task is created
Task moved
Triggers when a task is moved from one task list to another
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create task
Creates a new task
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Add comment to discussion
Adds a new comment to discussion
Create company
Creates a new company
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Move task
Moves the specified task to the selected task list
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch label
Fetches the details of an existing label by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch template
Fetches the details of an existing template
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by ID or name
Fetch category
Fetches the details of an existing category by ID or name
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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