Integrate Onpipeline with Timely
Send information between Onpipeline and Timely automatically, without writing any code, using Zoho Flow.
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Generate a new project in Timely for every deal successfully closed in Onpipeline
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Timely 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 Timely.
Generate a new project in Timely for every deal successfully closed in Onpipeline
Onpipeline + Timely
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Supported triggers and actions
Integrate Onpipeline and Timely 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
Event created
Triggers when a new event is created
Project created
Triggers when a new project is created
Event created for user
Triggers when a new event is created for the selected user
Account created
Triggers when a new account is created
User added
Triggers when a new user is added
Event created in project
Triggers when a new event is created in the selected project
Client created
Triggers when a new client is created for the selected account
Team created
Triggers when a new team 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 user
Adds a new user
Create client
Creates a new client
Create event for user
Creates a new event for the selected user
Create event in project
Creates a new event in the selected project
Create project
Creates a new project
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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