Integrate OnePageCRM with WorkMarket
Send information between OnePageCRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Generate a new project in WorkMarket for every deal successfully closed in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within WorkMarket for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Generate a new project in WorkMarket for every deal successfully closed in OnePageCRM
OnePageCRM + WorkMarket
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Supported triggers and actions
Integrate OnePageCRM and WorkMarket 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 client
Triggers when a new client is created
New project
Triggers when a new project is created
New assignment
Triggers when a new assignment 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
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected client
Create client
Creates a new client
Create assignment
Creates a new assigment
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Add note
Adds a note to the selected assignment
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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