Integrate Onpipeline with Timely
Send information between Onpipeline and Timely automatically, without writing any code, using Zoho Flow.
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Generate a new project in Timely for every deal successfully closed in Onpipeline
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Timely for every deal won 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 Timely.
Generate a new project in Timely for every deal successfully closed in Onpipeline
Onpipeline + Timely
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Supported triggers and actions
Integrate Onpipeline and Timely 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
Team created
Triggers when a new team is created
Client created
Triggers when a new client is created for the selected account
Project created
Triggers when a new project is created
Event created
Triggers when a new event is created
Account created
Triggers when a new account is created
Event created for user
Triggers when a new event is created for the selected user
Event created in project
Triggers when a new event is created in the selected project
User added
Triggers when a new user is added
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 event for user
Creates a new event for the selected user
Create project
Creates a new project
Create event in project
Creates a new event in the selected project
Create client
Creates a new client
Add user
Adds a new user
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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