Integrate Onpipeline with Holded
Send information between Onpipeline and Holded automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Onpipeline and Holded 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
Project created
Triggers when a new project is created
Sales channel created
Triggers when a new sales channel is created
Sales invoice created
Triggers when a new sales invoice is created
Warehouse created
Triggers when a new warehouse is created
Contact group created
Triggers when a new contact group is created
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Service created
Triggers when a new service is created
Contact created
Triggers when a new contact is created
Payment created
Triggers when a new payment 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 contact
Creates a new contact
Create product
Creates a new product
Create sales channel
Creates a new sales channel
Create contact group
Creates a new contact group
Create project
Creates a new project
Create service
Creates a new service
Create employee
Creates a new employee
Create payment
Creates a new payment
Create warehouse
Creates a new warehouse
Create document
Creates a new document
Create task
Creates a new task
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact group
Updates the details of an existing contact group
Update contact
Updates the details of an existing contact
Update document
Updates the details of an existing document
Update sales channel
Updates the details of an existing sales channel
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task using ID
Fetch product
Fetches the details of an existing product using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch service
Fetches the details of an existing service using ID
Fetch document
Fetches the details of an existing document using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch project
Fetches the details of an existing project using ID
Fetch payment
Fetches the details of an existing payment using 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.
Similar apps
What is Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
Similar apps
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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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