Integrate Onpipeline with Productive
Send information between Onpipeline and Productive automatically, without writing any code, using Zoho Flow.
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Create a new project in Productive for every deal won in your Onpipeline
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Productive for every deal successfully closed 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 Productive.
Create a new project in Productive for every deal won in your Onpipeline
Onpipeline + Productive
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Supported triggers and actions
Integrate Onpipeline and Productive 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
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Booking created
Triggers when a new booking 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 project
Creates a new project
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Create contract
Creates a new contract
Create booking
Creates a new booking
Update contact
Updates the details of an existing contact
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update booking
Updates the details of an existing booking
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
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.
Similar apps
What is Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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