

Integrate Onpipeline with Taskworld
Send information between Onpipeline and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a new project in Taskworld for every deal won in your Onpipeline
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Taskworld 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 Taskworld.


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

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Supported triggers and actions
Integrate Onpipeline and Taskworld 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

Project created
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 message
Creates a message in the selected workspace

Create tag
Creates a new tag

Add task to task list
Adds a task to a task list in the specified project and workspace

Create task
Creates a new task

Create project
Creates a new project

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Fetch task
Fetches the details of an existing task

Fetch tag
Fetches the details of an existing tag

Fetch user
Fetches the details of an existing user

Remove tag from task
Removes an existing tag from the specified task
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.
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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