Integrate OnePageCRM with Saasu
Send information between OnePageCRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
Create an invoice in Saasu for the latest closed deals in OnePageCRM
OnePageCRM + Saasu
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Supported triggers and actions
Integrate OnePageCRM and Saasu 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
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New activity
Triggers when a new activity is created
New purchase order
Triggers when a new purchase order is created
Contact updated
Triggers when the details of an existing contact are updated
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 activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create item invoice
Creates a new invoice with item layout and inventory items
Create account
Creates a new account
Create contact
Creates a new contact
Create company
Creates a new company
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Rahul Roushan
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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