Integrate Onpipeline with TeamGrid

Send information between Onpipeline and TeamGrid automatically, without writing any code, using Zoho Flow.

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Create a new project in TeamGrid for every deal won in Onpipeline

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in TeamGrid for every deal won in your Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in TeamGrid.
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Create a new project in TeamGrid for every deal won in Onpipeline

Onpipeline + TeamGrid

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Supported triggers and actions

Integrate Onpipeline and TeamGrid 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

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Project created

Triggers when a new project is created

Task created

Triggers when a task is created

Contact created

Triggers when a new contact is created

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 project

Creates a new project

Complete project

Completes an existing project

Create task

Creates a new task

Complete task

Completes an existing task

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.

CRM

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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