Integrate Onpipeline with Easy Projects
Send information between Onpipeline and Easy Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Easy Projects for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Easy Projects 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 Easy Projects.
Create a new project in Easy Projects for every deal won in Onpipeline
Onpipeline + Easy Projects
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Supported triggers and actions
Integrate Onpipeline and Easy Projects 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
New project activity
Triggers when a new activity is created in the selected project
New activity
Triggers when a new activity is created
Updated activity
Triggers when an existing activity is updated
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New user
Triggers when a new user is created
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
Updated time log
Triggers when an existing time log is updated
New customer
Triggers when a new customer is created
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 activity
Creates a new activity
Create customer
Creates a new customer
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Create project
Creates a new project
Create User
Creates a new user
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Create time log
Creates a new time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Update time log
Updates an existing time log
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
