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Integrate Onpipeline with Forecast
Send information between Onpipeline and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Forecast for every deal won in your Onpipeline
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Forecast for every deal successfully closed 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 Forecast.
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Create a new project in Forecast for every deal won in your Onpipeline
Onpipeline + Forecast
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Build your own integrations between Onpipeline and Forecast
Connect Onpipeline and Forecast 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 Forecast 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 sprint
Triggers when a new sprint is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New person
Triggers when a new person is added
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New milestone
Triggers when a new milestone is created in the selected project
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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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create project
Creates a new project
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Create subtask
Creates a new sub task/to-do
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Create milestone
Creates a new milestone in the selected project
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Create sprint
Creates a new sprint in the selected project
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Add person
Adds a new person
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Create client
Creates a new client
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Create label
Creates a new label
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Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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