Integrate OnePageCRM with Agiled
Send information between OnePageCRM and Agiled automatically, without writing any code, using Zoho Flow.
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Generate a new project in Agiled for every deal successfully closed in OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Agiled for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Agiled.
Generate a new project in Agiled for every deal successfully closed in OnePageCRM
OnePageCRM + Agiled
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Supported triggers and actions
Integrate OnePageCRM and Agiled 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
Client created
Triggers when a new client is created
Product created
Triggers when a new product is created
Lead created
Triggers when a new lead is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
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
Create project
Creates a new project
Create contract
Creates a new contract
Create employee
Creates a new employee
Create product
Creates a new product
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create lead
Creates a new lead
Create client
Creates a new client
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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