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Integrate Onpipeline with Simplicate
Send information between Onpipeline and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a project within Simplicate for every accomplished deal in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Simplicate 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 Simplicate.
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Create a project within Simplicate for every accomplished deal in Onpipeline
Onpipeline + Simplicate
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Build your own integrations between Onpipeline and Simplicate
Connect Onpipeline and Simplicate 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 Simplicate 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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Employee added
Triggers when a new employee is added
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Project created
Triggers when a new project is created
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Person added
Trigger when a new person is added
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Contact person added
Triggers when a new contact person is added
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Sale recorded
Triggers when a new sale is recorded
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Invoice created
Triggers when a new invoice is created
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Organization created
Trigger when a new organization 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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Create project
Creates a new project
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Add person
Adds a new person
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Create invoice
Creates a new invoice
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Add leave
Adds a new leave for an employee
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Record sale
Records a new sale
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 Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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