Integrate OnePageCRM with Wrike

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

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

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Wrike for every deal successfully closed in OnePageCRM.

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

OnePageCRM + Wrike

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Supported triggers and actions

Integrate OnePageCRM and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Comment added for task

Triggers when a new comment is added for a task

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task event occurred

Triggers when an event has occurred in a task

Task status updated

Triggers when the status of a task is updated

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

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 task

Creates a new task under the selected folder or project

Fetch user

Fetches the details of an existing user

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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