

Integrate Onpipeline with Forecast
Send information between Onpipeline and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast 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 Forecast 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 Forecast.


Create a new project in Forecast for every deal won in your Onpipeline
Onpipeline + Forecast

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Supported triggers and actions
Integrate Onpipeline and Forecast 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

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

New sprint
Triggers when a new sprint is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

New subtask
Triggers when a new subtask is created in the selected project

New project
Triggers when a new project 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.

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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