Integrate Onpipeline with TeamGantt
Send information between Onpipeline and TeamGantt automatically, without writing any code, using Zoho Flow.
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Create a new project in TeamGantt for every deal won in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in TeamGantt 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 new project in TeamGantt.
Create a new project in TeamGantt for every deal won in Onpipeline
Onpipeline + TeamGantt
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Supported triggers and actions
Integrate Onpipeline and TeamGantt 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
Add checklist item
Creates a new checklist item in the specified task
Create project
Creates new project
Create task
Creates new task
Create company label
Creates a new company label
Update task
Updates the details of an existing task using task ID
Fetch task
Fetches the details of an existing task using task ID or task 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.
Similar apps
What is TeamGantt?
TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.
Similar apps
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