Integrate OnePageCRM with Shortcut
Send information between OnePageCRM and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Shortcut for every accomplished deal in OnePageCRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Shortcut for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Shortcut.
Create a project within Shortcut for every accomplished deal in OnePageCRM
OnePageCRM + Shortcut
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Supported triggers and actions
Integrate OnePageCRM and Shortcut 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
Epic created
Triggers when a new epic is created
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Story created
Triggers when a new story is created in a project
Project created
Triggers when a new project 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 epic
Creates a new epic
Create label
Creates a new label
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create story
Creates a new story in the selected project
Create category
Creates a new category
Create iteration
Creates a new iteration
Create milestone
Creates a new milestone
Create project
Creates a new project
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update label
Updates the details of an existing label
Update team
Update details of an existing team
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using ID
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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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