Integrate OnePageCRM with Workstack
Send information between OnePageCRM and Workstack automatically, without writing any code, using Zoho Flow.
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Create a new project in Workstack for every deal won in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Workstack for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Workstack.
Create a new project in Workstack for every deal won in OnePageCRM
OnePageCRM + Workstack
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Supported triggers and actions
Integrate OnePageCRM and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
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 todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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