Integrate Onpipeline with Picky Assist
Send information between Onpipeline and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in Picky Assist for a recently created contact in Onpipeline
Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in Picky Assist whenever a new contact is added in Onpipeline.
How it works
- The flow triggers when a new contact person is added in Onpipeline.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Send a welcome email in Picky Assist for a recently created contact in Onpipeline
Onpipeline + Picky Assist
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Supported triggers and actions
Integrate Onpipeline and Picky Assist 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
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
Send message
Sends a new Whatsapp or SMS message
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 Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
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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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
