Integrate Onpipeline with Neaktor
Send information between Onpipeline and Neaktor automatically, without writing any code, using Zoho Flow.
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Create a project within Neaktor for every accomplished deal in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Neaktor 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 using the specified module in Neaktor.
Create a project within Neaktor for every accomplished deal in Onpipeline
Onpipeline + Neaktor
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Supported triggers and actions
Integrate Onpipeline and Neaktor 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
Assignee changed
Triggers when the assignee is changed
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is 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 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
Add project managers
Adds project managers to the specified project
Create project
Creates a new project using the specified module
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Create event
Creates a new event
Update task
Updates the details of an existing task using ID or IDx
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project using ID or key
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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