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Integrate Onpipeline with TeamGrid
Send information between Onpipeline and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in TeamGrid for every deal won in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in TeamGrid for every deal won in your 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 TeamGrid.
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Create a new project in TeamGrid for every deal won in Onpipeline
Onpipeline + TeamGrid
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Build your own integrations between Onpipeline and TeamGrid
Connect Onpipeline and TeamGrid 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 TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Person added
Triggers when a new contact person is added
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Event updated
Triggers when a calendar event is updated
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Deal updated as won
Triggers when a deal is updated as won
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Deal created
Triggers when a new deal is created
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated
Triggers when an existing deal is updated
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Task completed
Triggers when task is completed
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Task created
Triggers when a task is created
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Project created
Triggers when a new project is created
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Project completed
Triggers when a project is completed
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Update person
Updates the details of an existing contact person
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Add person
Adds a new contact person
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Update organization
Updates the details of an existing organization
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Update deal
Updates the details of an existing deal
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Fetch organization
Fetches the details of an existing organisation by name
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Fetch person
Fetches the details of an existing person by full name
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Complete project
Completes an existing project
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Create project
Creates a new project
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Create task
Creates a new task
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Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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