Integrate OnePageCRM with Agiled
Send information between OnePageCRM and Agiled automatically, without writing any code, using Zoho Flow.
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Generate a new project in Agiled for every deal successfully closed in OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Agiled for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Agiled.
Generate a new project in Agiled for every deal successfully closed in OnePageCRM
OnePageCRM + Agiled
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Supported triggers and actions
Integrate OnePageCRM and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
Product created
Triggers when a new product is created
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create product
Creates a new product
Create lead
Creates a new lead
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create contract
Creates a new contract
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
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.
Similar apps
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
