Integrate Onpipeline with Slack

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

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Supported triggers and actions

Integrate Onpipeline and Slack 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

Message starred

Triggers when a message is starred

Message posted to private channel

Triggers when a new message is posted to the selected private channel

User added

Triggers when a new user is added

Channel created

Triggers when a new channel is created

Message posted to public channel

Triggers when a new message is posted to the selected public channel

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.

Send private channel message

Sends a message to the selected private channel

Update profile

Updates the profile information for the selected user

Set channel topic

Sets the topic for the selected channel

Send public channel message

Sends a message to the selected public channel

Fetch user - By username

Fetches the details of an existing user by username

Create reminder

Creates a new reminder

Create channel

Creates a new public channel

Fetch user - By name

Fetches the details of an existing user by name

Send direct message

Sends a direct message to the selected user

Fetch user - By ID

Fetches the details of an existing user by ID

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 Slack?

Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.

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.

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