Integrate Onpipeline with ProWorkflow
Send information between Onpipeline and ProWorkflow automatically, without writing any code, using Zoho Flow.
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Generate an invoice in ProWorkflow for newly closed deals in Onpipeline
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in ProWorkflow whenever a deal is 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 invoice in ProWorkflow.
Generate an invoice in ProWorkflow for newly closed deals in Onpipeline
Onpipeline + ProWorkflow
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Supported triggers and actions
Integrate Onpipeline and ProWorkflow 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
Message created
Triggers when a new message is added
Contact created
Triggers when a new contact is added
Task updated
Triggers when the details of an existing task are updated
Company created
Triggers when a new company is added
Invoice updated
Triggers when the details of an existing invoice are edited
Invoice created
Triggers when a new invoice is added
Quote created
Triggers when a new quote is added
Task created
Triggers when a new task is added
Project created
Triggers when a new project is added
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 invoice
Creates a new invoice
Add expense
Creates a new expense
Add project
Creates a new project
Add contact
Creates a new contact
Add company
Creates a new company
Find contact
Fetches the details of an existing contact using username or email address
Find project
Fetches the details of an existing project
Find invoice
Fetches the details of an existing invoice
Find company
Fetches the details of an existing company by name or email address
What is ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
