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Integrate Onpipeline with Easy Projects
Send information between Onpipeline and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Easy Projects for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects for every accomplished deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Easy Projects.
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Create a new project in Easy Projects for every deal won in Onpipeline
Onpipeline + Easy Projects
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Build your own integrations between Onpipeline and Easy Projects
Connect Onpipeline and Easy Projects with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Event updated
Triggers when a calendar event is updated
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Deal updated
Triggers when an existing deal is updated
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Person added
Triggers when a new contact person is added
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Deal updated as won
Triggers when a deal is updated as won
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Deal created
Triggers when a new deal is created
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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New project message
Triggers when a new message is posted in the selected project
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New time log
Triggers when a time log is created
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Updated project
Triggers when an existing project is updated
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New activity message
Triggers when a new message is posted in the selected activity
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Updated time log
Triggers when an existing time log is updated
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New activity
Triggers when a new activity is created
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New project
Triggers when a new project is created
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Updated activity
Triggers when an existing activity is updated
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New customer
Triggers when a new customer is created
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New project activity
Triggers when a new activity is created in the selected project
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New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add person
Adds a new contact person
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Update organization
Updates the details of an existing organization
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Update deal
Updates the details of an existing deal
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Update person
Updates the details of an existing contact person
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Fetch organization
Fetches the details of an existing organisation by name
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Fetch person
Fetches the details of an existing person by full name
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Post activity message
Posts a new message in an activity
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Create activity
Creates a new activity
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Create customer
Creates a new customer
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Create time log
Creates a new time log
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Post project message
Posts a new message in a project
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Create project
Creates a new project
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Create User
Creates a new user
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Update user
Updates the details of an existing user
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Update customer
Updates the details of an existing customer
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Update time log
Updates an existing time log
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Update project
Updates an existing project
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Update activity
Updates an existing activity
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Fetch activity
Fetches an existing activity by its unique ID
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Fetch time log
Fetches an existing time log by its unique ID
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Fetch project
Fetches an existing project by its unique ID
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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