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Create business workflows for Onpipeline without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Onpipeline workflows

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Create invoice in Billbee for new deal in Onpipeline


Redirect your time to important matters, and automate the process of creating an invoice when a deal is won. This flow will create a new invoice in Billbee for a new deal in Onpipeline.

How it works
1) A new deal is created in Onpipeline.
2) Zoho Flow creates an invoice for it in Billbee.
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Create invoice in Billbee for new deal in Onpipeline

Onpipeline + Billbee

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Create contacts in Billy for new people in Onpipeline



Do you find maintaining contact data across multiple platforms tedious? Don't worry, automation has you covered. This flow will create a new contact in Billy when a new contact is created in Onpipeline.

How it works
1) A new contact is created in Onpipeline.
2) Zoho Flow creates a new contact in Billy.
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Create contacts in Billy for new people in Onpipeline

Onpipeline + Billy

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Create contact form requests in Dixa for new people in Onpipeline


Automate the process of creating a new contact in your customer service software. This flow will create a new contact form request in Dixa when a new contact is created in Onpipeline.

How it works
1) A new contact is created in Onpipeline.
2) Zoho Flow creates a contact request form in Dixa.
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Create contact form requests in Dixa for new people in Onpipeline

Onpipeline + Dixa

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Fetch investors in MatterMark when a deal is updated as won in Onpipeline


Knowing about your customers' businesses, and their profiles, will help in providing appropriate solutions for their business. This flow will fetch investor details in Mattermark when a deal is updated in Onpipeline.

How it works
1) A deal is updated in Onpipeline.
2) Zoho Flow fetches the investor details in Mattermark.
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Fetch investors in MatterMark when a deal is updated as won in Onpipeline

Onpipeline + Mattermark

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Send SMS messages in Messente for new events in Onpipeline


Sharing details about your upcoming event can aid in increasing the number of attendees. This flow will send a message via Messente for a new event in Onpipeline.

How it works
1) A new event is created in Onpipeline.
2) Zoho Flow sends a message via Messente.
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Send SMS messages in Messente for new events in Onpipeline

Onpipeline + Messente

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Create tasks in Ryver for new deals in Onpipeline


A new deal is always a moment to celebrate, but it also involves a lot of planning, collaboration, and communication to execute. Automate the process of creating a new task in your workflow app so you can enjoy the deal. This flow will create a new task in Ryver for a new deal in Onpipeline.


How it works
1) New deal is created in Onpipeline.
2) Zoho Flow creates a new task in Ryver.
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Create tasks in Ryver for new deals in Onpipeline

Onpipeline + Ryver

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Create and add tags to Sendmunk for new contact persons in Onpipeline


Categorizing your subscribers based on customized tags is an effective way to make sure that relevant communication reaches them. This flow will create and add a tag to a new subscriber in Sendmunk when a new contact is created in Onpipeline.

How it works
1) A new contact is created in Onpipeline.
2) Zoho Flow creates and adds tags to a subscriber in Sendmunk.
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Create and add tags to Sendmunk for new contact persons in Onpipeline

Onpipeline + Sendmunk

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Send Stannp postcards to new Onpipeline contact


Every company sends emails to onboard customers. So stand out from the crowd with some old-school postcard marketing! This flow will send a postcard via Stannp when a new contact is added in Onpipeline.

How it works
1) A new contact is added in Onpipeline.
2) Zoho Flow sends them a postcard via Stannp.
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Send Stannp postcards to new Onpipeline contact

Onpipeline + Stannp

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Validate addresses in Stannp for new contacts in Onpipeline


Make sure your customized postcards make it to the right address by automating the verification of mailing addresses. This flow will validate the mailing address of a customer via Stannp when a new customer is added to Onpipeline.

How it works
1) A new customer is added in Onpipeline.
2) Zoho Flow validates their postal address via Stannp.
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Validate addresses in Stannp for new contacts in Onpipeline

Onpipeline + Stannp

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Create deals in Onpipeline for new orders in Shiprocket


Maintaining a database of all your orders and deals helps in making data-driven and informed decisions. This flow will create a new deal in Onpipeline for new order in Shiprocket.

How it works
1) A new order is created in Shiprocket.
2) Zoho Flow creates a new deal in Onpipeline.
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Create deals in Onpipeline for new orders in Shiprocket

Shiprocket + Onpipeline

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Person added

Triggers when a new contact person is added

Event updated

Triggers when a calendar event is updated

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Add note

Adds a new note

Add action menu

Adds a new action menu

Add lead

Creates a new lead

Add widget

Adds a new widget

Create deal

Creates a new deal

Update person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Add person

Adds a new contact person

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Fetch event

Fetches the details of an existing event by ID

Remove widget

Removes an existing widget using link ID

Remove action menu

Removes an existing action menu using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

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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.

CRM

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Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >
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CEO, Fabricroot

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