Integrate OnePageCRM with awork
Send information between OnePageCRM and awork automatically, without writing any code, using Zoho Flow.
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Create a new project in awork for every deal won in your OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in awork for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in awork.
Create a new project in awork for every deal won in your OnePageCRM
OnePageCRM + awork
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Supported triggers and actions
Integrate OnePageCRM and awork 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
Task status updated
Triggers when a task status is updated
Project status updated
Triggers when a project status is updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in a project
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 project
Creates a new project
Create project task
Creates a new task in the selected project
Add client
Creates a new client
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
Fetch project status by name
Fetches the status of an existing project by name
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.
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What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
