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
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Tick.
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Generate a new project in Tick for every deal successfully closed in OnePageCRM

OnePageCRM + Tick

Build your own integrations between OnePageCRM and 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.

CRM

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.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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