Integrate OnePageCRM with Saasu
Send information between OnePageCRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
Create an invoice in Saasu for the latest closed deals in OnePageCRM
OnePageCRM + Saasu
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Supported triggers and actions
Integrate OnePageCRM and Saasu 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
Contact updated
Triggers when the details of an existing contact are updated
New item
Triggers when a new item is created
New contact
Triggers when a new contact is created
New invoice
Triggers when a new invoice is created
New company
Triggers when a new company is created
New purchase order
Triggers when a new purchase order is created
New activity
Triggers when a new activity 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 contact
Creates a new contact
Create account
Creates a new account
Create item
Creates a new item
Create journal
Creates a new journal
Create inventory adjustment
Creates a new inventory adjustmemt
Create company
Creates a new company
Create service invoice
Creates a new invoice with service layout
Create activity
Creates a new activity
Create item invoice
Creates a new invoice with item layout and inventory items
Fetch contact
Fetches details of the selected contact
Update journal
Updates the details of an existing journal
Update activity
Updates the details of an existing activity
Update account
Updates the details of an existing account
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update company
Updates the details of an existing company
Update contact
Updates details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
Similar apps
What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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Build comprehensive workflows using
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 >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
