Integrate Expiration Reminder with Onpipeline
Send information between Expiration Reminder and Onpipeline automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expiration Reminder and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create expiration
Creates an expiration item
Add contact
Adds a new contact
Update contact
Updates the details of an existing contact
Renew item expiration
Renews an expiration item with a new date
Fetch contact
Fetches the details of an existing contact
Add lead
Creates a new lead
Add organization
Adds a new organization
Create deal
Creates a new deal
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
Add person
Adds a new 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
What is Expiration Reminder?
Expiration Reminder helps organizations around the world track, manage, and stay on top of document expiration dates by automatically tracking expiration dates for employee certifications, contracts, insurance, and more.
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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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