Integrate Onpipeline with Paymo
Send information between Onpipeline and Paymo automatically, without writing any code, using Zoho Flow.
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Create a new project in Paymo for every deal won in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Paymo for every deal won in your 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 Paymo.
Create a new project in Paymo for every deal won in Onpipeline
Onpipeline + Paymo
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Supported triggers and actions
Integrate Onpipeline and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
New task
Triggers when a new task is created
New invoice
Triggers when a new invoice is created
New task list
Triggers when a new task list is created
New project
Triggers when a new project is created
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create client
Creates a new client
Create task
Creates a new task
Create time entry
Creates a new time entry
Create project
Creates a new project
Create task list
Creates a new task list
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.
Similar apps
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
Similar apps
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