Integrate Onpipeline with Teamwork Projects
Send information between Onpipeline and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Teamwork Projects 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 Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in Onpipeline
Onpipeline + Teamwork Projects
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Supported triggers and actions
Integrate Onpipeline and Teamwork Projects 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
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New task
Triggers when a new task is created in the selected project
New company
Triggers when a new company is created
New task list
Triggers when a new task list is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
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 message
Creates a new message in the selected project
Create project
Creates a new project
Create time entry
Creates a new time entry in the selected project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing project
Fetch person
Fetches the details of a person by person ID or email address
Fetch task
Fetches the details of an existing task
Fetch company
Fetches the details of an existing company
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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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