Integrate OnePageCRM with Workstack
Send information between OnePageCRM and Workstack automatically, without writing any code, using Zoho Flow.
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Create a new project in Workstack for every deal won in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Workstack 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 Workstack.
Create a new project in Workstack for every deal won in OnePageCRM
OnePageCRM + Workstack
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Supported triggers and actions
Integrate OnePageCRM and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
Triggers when a new project 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 meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
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
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Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
