Integrate OnePageCRM with Productive
Send information between OnePageCRM and Productive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Productive for every accomplished deal in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Productive for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Productive.
Create a project within Productive for every accomplished deal in OnePageCRM
OnePageCRM + Productive
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Supported triggers and actions
Integrate OnePageCRM and Productive 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 created
Triggers when a new task is created
Booking created
Triggers when a new booking is created
Contact created
Triggers when a new contact is added
Deal created
Triggers when a new deal 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 contract
Creates a new contract
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create booking
Creates a new booking
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update booking
Updates the details of an existing booking
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update deal
Updates the details of an existing deal
Update contract
Updates the details of an existing contract
Fetch contact
Fetches the details of an existing contact using ID
Fetch project
Fetches the details of an existing project using project ID
Fetch company
Fetches the details of an existing company using name
Fetch people
Fetches the details of the specified people
Fetch task
Fetches the details of an existing task using task ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch deal
Fetches the details of an existing deal using ID
What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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