Integrate Onpipeline with Wild Apricot
Send information between Onpipeline and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Wild Apricot for the latest closed deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wild Apricot whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Wild Apricot.
Create an invoice in Wild Apricot for the latest closed deals in Onpipeline
Onpipeline + Wild Apricot
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Supported triggers and actions
Integrate Onpipeline and Wild Apricot 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
Contact created or updated
Triggers when a contact is created or updated
Payment created or updated
Triggers when a payment is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Event created or updated
Triggers when an event is created or updated
Invoice created or updated
Triggers when an invoice is created or 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
Fetch event registration
Fetches the details of an existing event registration
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create invoice
Creates a new invoice
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Fetch event
Fetches the details of an existing event
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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