Integrate Onpipeline with Atera
Send information between Onpipeline and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Onpipeline and Atera 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
Alert created
Triggers when a new alert is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
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
Create alert
Creates a new alert
Add customer
Creates a new customer
Add contact
Creates a new contact
Create ticket
Creates a new ticket
Update customer
Updates the details of an existing customer
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch customer
Fetches the details of an existing customer using customer ID
Fetch ticket
Fetches the details of an existing ticket using ticket ID
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.
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What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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Logic
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Custom functions
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CEO, Lakeside CNC Group
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