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
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Active Collab.
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Create a new project in Active Collab for every deal won in your Onpipeline

Onpipeline + Active Collab

Build your own integrations between Onpipeline and Active Collab

Connect Onpipeline and Active Collab with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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.

Project Management

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 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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