Integrate Onpipeline with TeamWave

Send information between Onpipeline and TeamWave automatically, without writing any code, using Zoho Flow.

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Generate a new project in TeamWave for every deal successfully closed in Onpipeline

Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in TeamWave for every deal won 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 TeamWave.
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Generate a new project in TeamWave for every deal successfully closed in Onpipeline

Onpipeline + TeamWave

Build your own integrations between Onpipeline and TeamWave

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Supported triggers and actions

Integrate Onpipeline and TeamWave 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

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 organization

Creates a new organization

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Create activity

Creates a new activity

Create project

Creates a new project

Create task list

Creates a new task list

Create milestone

Creates a new milestone

Create person

Creates a new person

Update person

Updates the details of an existing person

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

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 TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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Webhook triggers

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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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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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