

Integrate Onpipeline with Easy Projects
Send information between Onpipeline and Easy Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Easy Projects for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects for every accomplished deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Easy Projects.


Create a new project in Easy Projects for every deal won in Onpipeline
Onpipeline + Easy Projects

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Supported triggers and actions
Integrate Onpipeline and Easy Projects 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

New project
Triggers when a new project is created

New time log
Triggers when a time log is created

Updated time log
Triggers when an existing time log is updated

New customer
Triggers when a new customer is created

New user
Triggers when a new user is created

New project activity
Triggers when a new activity is created in the selected project

New project message
Triggers when a new message is posted in the selected project

New activity
Triggers when a new activity is created

Updated project
Triggers when an existing project is updated

Updated activity
Triggers when an existing activity is updated

New activity message
Triggers when a new message is posted in the selected activity
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.

Create customer
Creates a new customer

Update user
Updates the details of an existing user

Post activity message
Posts a new message in an activity

Update customer
Updates the details of an existing customer

Post project message
Posts a new message in a project

Create time log
Creates a new time log

Create activity
Creates a new activity

Create project
Creates a new project

Create User
Creates a new user

Update activity
Updates an existing activity

Update time log
Updates an existing time log

Update project
Updates an existing project

Fetch time log
Fetches an existing time log by its unique ID

Fetch project
Fetches an existing project by its unique ID

Fetch activity
Fetches an existing activity by its unique ID
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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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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