Integrate OnePageCRM with Tick
Send information between OnePageCRM and Tick automatically, without writing any code, using Zoho Flow.
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Generate a new project in Tick for every deal successfully closed in OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Tick for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Tick.
Generate a new project in Tick for every deal successfully closed in OnePageCRM
OnePageCRM + Tick
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Supported triggers and actions
Integrate OnePageCRM and Tick 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
New task
Triggers when a new task is created
New time entry
Triggers when a new time entry is created
New project
Triggers when a new project is created
New client
Triggers when a new client is added
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
Adds a new client
Add user
Adds a new user
Create time entry
Creates a new time entry
Create task
Creates a new 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.
Similar apps
What is Tick?
Tick is time-tracking software that lets you manage projects and budget. You can create recurring projects, bill clients, and track progress with powerful reports.
Similar apps
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
