Integrate Onpipeline with Active Collab
Send information between Onpipeline and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in your Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Active Collab for every accomplished deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in your Onpipeline
Onpipeline + Active Collab
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Supported triggers and actions
Integrate Onpipeline and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated
Triggers when an existing deal is updated
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create company
Creates a new company
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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.
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