Integrate Onpipeline with Wrike

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

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Create a new project in Wrike for every deal won in Onpipeline

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Wrike 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 under the selected folder in Wrike.
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Create a new project in Wrike for every deal won in Onpipeline

Onpipeline + Wrike

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Supported triggers and actions

Integrate Onpipeline and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Comment added for task

Triggers when a new comment is added for a task

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Task event occurred

Triggers when an event has occurred in a task

Task status updated

Triggers when the status of a task is updated

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

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 task

Creates a new task under the selected folder or project

Fetch user

Fetches the details of an existing user

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, 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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CEO, iDAYit

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