Integrate OnePageCRM with Saasu

Send information between OnePageCRM and Saasu automatically, without writing any code, using Zoho Flow.

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Create an invoice in Saasu for the latest closed deals in OnePageCRM

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM

OnePageCRM + Saasu

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Supported triggers and actions

Integrate OnePageCRM and Saasu 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

New purchase order

Triggers when a new purchase order is created

New activity

Triggers when a new activity is created

Contact updated

Triggers when the details of an existing contact are updated

New item

Triggers when a new item is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New company

Triggers when a new company 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 journal

Creates a new journal

Create inventory adjustment

Creates a new inventory adjustmemt

Create contact

Creates a new contact

Create account

Creates a new account

Create item

Creates a new item

Create company

Creates a new company

Create service invoice

Creates a new invoice with service layout

Create activity

Creates a new activity

Create item invoice

Creates a new invoice with item layout and inventory items

Update contact

Updates details of the selected contact

Fetch contact

Fetches details of the selected contact

Update journal

Updates the details of an existing journal

Update activity

Updates the details of an existing activity

Update account

Updates the details of an existing account

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update company

Updates the details of an existing company

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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.

CRM

What is Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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