Integrate Onpipeline with ClickSend
Send information between Onpipeline and ClickSend automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in ClickSend for newly created contacts in Onpipeline
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from ClickSend each time a new contact is created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends a new SMS in ClickSend.
Dispatch a welcome message in ClickSend for newly created contacts in Onpipeline
Onpipeline + ClickSend
Create a new contact in ClickSend when a new contact is created in Onpipeline
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in ClickSend every time a contact is created in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow creates a new contact in ClickSend.
Create a new contact in ClickSend when a new contact is created in Onpipeline
Onpipeline + ClickSend
Build your own integrations between Onpipeline and ClickSend
Connect Onpipeline and ClickSend with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and ClickSend using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
Contact added
Triggers when a new contact is added to the specified list
SMS received
Triggers when a new SMS is received
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Send SMS
Sends a new SMS
Send letter through post
Sends an A4 PDF document through the post. The PDF is printed, folded, inserted into an envelope, and posted to the specified address globally.
Create contact
Creates a new contact
Send SMS to contact list
Sends a new SMS to the selected list of contacts
Send MMS
Sends a new MMS
Send postcard
Sends a postcard through the post. The PDF is printed and delivered to the specified address globally.
Send email campaign
Sends a new email campaign
Send voice message
Sends a text-to-speech message to a mobile phone or landline number
Send fax
Sends a new fax
Create contact list
Creates a new contact list
Fetch contact list
Fetches a contact list by name
Update contact list
Updates the details of an existing contact list
Copy contact to list
Copies an existing contact from one list to another
Update contact
Updates the details of an existing contact by ID
Transfer contact to list
Moves an existing contact from one list to another
Fetch email campaign
Fetches the details of an existing email campaign
Fetch contact
Fetches the details of an existing contact
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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