Integrate Onpipeline with Mavenlink
Send information between Onpipeline and Mavenlink automatically, without writing any code, using Zoho Flow.
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Create a new project in Mavenlink for every deal won in your Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Mavenlink for every deal won in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Mavenlink.
Create a new project in Mavenlink for every deal won in your Onpipeline
Onpipeline + Mavenlink
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Supported triggers and actions
Integrate Onpipeline and Mavenlink using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
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
Event updated
Triggers when a calendar event is updated
New Story
Triggered when a new story - task, deliverable or milestone is created
New Post
Triggers when a new post is created
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 deal
Updates the details of an existing deal
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
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create Post
Creates a new post in the selected project
Create Story
Creates a task, deliverable, or milestone in the selected project
Create Project
Creates a new 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.
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What is Mavenlink?
Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.
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