Integrate OnePageCRM with Wrike
Send information between OnePageCRM and Wrike automatically, without writing any code, using Zoho Flow.
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Create a new project in Wrike for every deal won in your OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Wrike 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 under the selected folder in Wrike.
Create a new project in Wrike for every deal won in your OnePageCRM
OnePageCRM + Wrike
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Supported triggers and actions
Integrate OnePageCRM and Wrike 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
Folder or project created
Triggers when a new folder or project is created
Task event occurred
Triggers when an event has occurred in a task
Task created
Triggers when a new task is created
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Project status updated
Triggers when the status of a project is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task status updated
Triggers when the status of a task is updated
Comment added for task
Triggers when a new comment is added for a task
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
Add comment to task
Adds a comment to the specified task
Create project
Creates a new project under the selected folder
Fetch user
Fetches the details of an existing user
Add comment to folder or project
Adds a comment to the selected folder or project
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Create time log entry
Creates a new time log entry for the specified task
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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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
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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
Owain ap Rees
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
Siddharth Ahuja
CEO, Fabricroot
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
Toto
Technical Engineer, Master Liveaboards
