Integrate OnePageCRM with awork

Send information between OnePageCRM and awork automatically, without writing any code, using Zoho Flow.

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Create a new project in awork for every deal won in your OnePageCRM

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in awork for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in awork.
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Create a new project in awork for every deal won in your OnePageCRM

OnePageCRM + awork

Build your own integrations between OnePageCRM and awork

Connect OnePageCRM and awork with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and awork using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New pending deal

Triggers when there is a new pending deal

New contact

Triggers when a new contact is created

Deal won

Triggers when a deal is won

New action

Triggers when a new action is created

Project status updated

Triggers when a project status is updated

Task status updated

Triggers when a task status is updated

Task created

Triggers when a new task is created in a project

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Create project

Creates a new project

Add client

Creates a new client

Create project task

Creates a new project task

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified task

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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