Integrate Onpipeline with Active Collab

Send information between Onpipeline and Active Collab automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new project in Active Collab for every deal won in your Onpipeline

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Active Collab for every accomplished deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Active Collab.
+

Create a new project in Active Collab for every deal won in your Onpipeline

Onpipeline + Active Collab

Build your own integrations between Onpipeline and Active Collab

Connect Onpipeline and Active Collab with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Onpipeline and Active Collab using the below 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

Task closed

Triggers when a task is closed

Task updated

Triggers when the details of an existing task is updated

Task list created

Triggers when a new task list is created in a project

Project created

Triggers when a new project is created

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task created

Triggers when a new task 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.

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create project

Creates a new project

Add comment to task

Creates a new comment in the selected task

Create company

Creates a new company

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Move task

Moves the specified task to the selected task list

Fetch label

Fetches the details of an existing label by ID or name

Fetch project

Fetches the details of an existing project by ID or name

Fetch currency

Fetches the details of an existing currency by ID, name, or code

Fetch company

Fetches the details of an existing company by ID or name

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Fetch template

Fetches the details of an existing template

Fetch category

Fetches the details of an existing category by ID or name

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

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY