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Integrate OnePageCRM with Saasu
Send information between OnePageCRM and Saasu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Saasu for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Create an invoice in Saasu for the latest closed deals in OnePageCRM
OnePageCRM + Saasu
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Build your own integrations between OnePageCRM and Saasu
Connect OnePageCRM and Saasu with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New action
Triggers when a new action is created
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New pending deal
Triggers when there is a new pending deal
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Deal won
Triggers when a deal is won
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New activity
Triggers when a new activity is created
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New contact
Triggers when a new contact is created
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New item
Triggers when a new item is created
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New invoice
Triggers when a new invoice is created
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New purchase order
Triggers when a new purchase order is created
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New company
Triggers when a new company is created
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Contact updated
Triggers when the details of an existing contact are updated
All Actions - Actions are the automated tasks
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Create note
Creates a new note for the specified contact
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Create contact
Creates a new contact
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Fetch contact
Fetches the details of an existing contact
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Create inventory adjustment
Creates a new inventory adjustmemt
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Create item
Creates a new item
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Create account
Creates a new account
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Create service invoice
Creates a new invoice with service layout
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Create contact
Creates a new contact
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Create company
Creates a new company
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Create item invoice
Creates a new invoice with item layout and inventory items
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Create activity
Creates a new activity
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Create journal
Creates a new journal
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Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
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Update contact
Updates details of the selected contact
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Update company
Updates the details of an existing company
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Fetch contact
Fetches details of the selected contact
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Update account
Updates the details of an existing account
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Update activity
Updates the details of an existing activity
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Update inventory adjustment
Updates the details of an existing inventory adjustment
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Update journal
Updates the details of an existing journal
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Fetch Invoice
Fetches details of the selected invoice
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Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
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What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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