Integrate Onpipeline with Teambook
Send information between Onpipeline and Teambook automatically, without writing any code, using Zoho Flow.
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Create a new project in Teambook for every deal won in Onpipeline
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teambook 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 Teambook.
Create a new project in Teambook for every deal won in Onpipeline
Onpipeline + Teambook
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Supported triggers and actions
Integrate Onpipeline and Teambook 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
Project created
Triggers when a new project is created
User added
Triggers when a new user is added
Client added
Triggers when a new client 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
Create project
Creates a new project
Create client
Creates a new client
Create booking
Creates a new booking
Create user
Creates a new user
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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