Integrate Onpipeline with TeamWave
Send information between Onpipeline and TeamWave automatically, without writing any code, using Zoho Flow.
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Generate a new project in TeamWave for every deal successfully closed in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in TeamWave for every deal won 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 TeamWave.
Generate a new project in TeamWave for every deal successfully closed in Onpipeline
Onpipeline + TeamWave
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Supported triggers and actions
Integrate Onpipeline and TeamWave 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
Create deal
Creates a new deal
Create task
Creates a new task
Create organization
Creates a new organization
Create activity
Creates a new activity
Create event
Creates a new event
Create person
Creates a new person
Create task list
Creates a new task list
Create milestone
Creates a new milestone
Create project
Creates a new project
Update person
Updates the details of an existing person
Update event
Update the details of an existing event
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
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 TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
