Integrate OnePageCRM with Agiled

Send information between OnePageCRM and Agiled automatically, without writing any code, using Zoho Flow.

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Generate a new project in Agiled for every deal successfully closed in OnePageCRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Agiled for every deal won in your OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Agiled.
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Generate a new project in Agiled for every deal successfully closed in OnePageCRM

OnePageCRM + Agiled

Build your own integrations between OnePageCRM and Agiled

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Supported triggers and actions

Integrate OnePageCRM and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Task created

Triggers when a new task is created

Product created

Triggers when a new product is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create project

Creates a new project

Create employee

Creates a new employee

Create task

Creates a new task

Create product

Creates a new product

Create contract

Creates a new contract

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create lead

Creates a new lead

Create client

Creates a new client

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update employee

Updates the details of an existing employee

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch tax

Fetches the list of existing taxes

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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 main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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