Integrate Onpipeline with Simplicate

Send information between Onpipeline and Simplicate automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. 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

Build your own integrations between Onpipeline and Simplicate

Connect Onpipeline and Simplicate with over 800+ 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

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

Employee added

Triggers when a new employee is added

Project created

Triggers when a new project is created

Person added

Trigger when a new person is added

Contact person added

Triggers when a new contact person is added

Sale recorded

Triggers when a new sale is recorded

Invoice created

Triggers when a new invoice is created

Organization created

Trigger when a new organization 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 project

Creates a new project

Add person

Adds a new person

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

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.

CRM

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.

Project Management

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.

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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.

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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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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