Integrate Onpipeline with Zoho Sprints

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

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Generate a new project in Zoho Sprints for every deal successfully closed in Onpipeline

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Zoho Sprints for every deal won 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 the selected team in Zoho Sprints.
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Generate a new project in Zoho Sprints for every deal successfully closed in Onpipeline

Onpipeline + Zoho Sprints

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Supported triggers and actions

Integrate Onpipeline and Zoho Sprints 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

Comment added in sprint

Triggers when a comment is added to a sprint

Sprint created

Triggers when a new sprint is created in the selected project

Sprint started in portal

Triggers when a new sprint is started in an existing portal

Task created

Triggers when a new task is created

Epic created

Triggers when a new epic is created in the selected project

Sprint created in portal

Triggers when a new sprint is created in an existing portal

Sprint completed in portal

Triggers when a sprint from a project is completed in the selected portal

Sprint completed

Triggers when a sprint is completed in the selected project

Item added in sprint

Triggers when a new item is created in the selected sprint

Comment added to item

Triggers when a new comment is added to an item

Item completed in portal

Triggers when an item's status is changed to completed in the selected portal

Story created in sprint

Triggers when a new story is created in the selected sprint

Item updated

Triggers when the details of an existing item are updated

Sprint started

Triggers when a sprint is started in the selected project

Log hour updated

Triggers when an existing log hour is updated

Project created

Triggers when a new project is created in the selected team

Item added in portal

Triggers when a new item is added to a portal

Sprint updated in portal

Triggers when the details of a sprint are updated in an existing portal

Project updated

Triggers when the details of an existing project are updated

Log hour added

Triggers when a new log hour is added

Bug added

Triggers when a new bug is created in the selected sprint

Sprint updated

Triggers when the details of an existing sprint are updated

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.

Schedule meeting

 Schedules a meeting based on details entered by the user

Add item comment

Adds a new comment for an item

Create project

Creates a new project in the selected team

Create log hour

Creates a new log hour

Create subitem

Creates a new subitem for the specified item

Complete sprint

Completes the selected sprint

Create sprint

Creates a new sprint in the selected project

Add sprint comment

Adds a new comment to a sprint

Create item

Creates a new item

Start sprint

Starts the selected sprint

Add user

Adds a new user to the selected project

Create epic

Creates a new epic

Add user to a sprint

Adds a new user to the selected sprint

Update item status

Updates the status of an existing item by ID

Update item

Updates an item based on its id

Fetch item detail

Fetches the details of an item in a sprint by item ID

Fetch epic

Fetches an existing epic by ID

Fetch item

Fetches an item in a project by its name

Fetch release by ID

Fetches a release by ID

Fetch sprint

Fetches a sprint based on its ID

Fetch user in team

Fetches a user by email address in the selected team

Fetch item status by ID

Fetch item status by ID

Fetch priority

Fetches the priority by given name or ID

Fetch user in sprint

Fetches the details of a user in the selected sprint by email address

Fetch user in project

Fetches a user by email in the selected project

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 Zoho Sprints?

Zoho Sprints is a free online agile project management tool with scrum, agile reports and collaboration capabilities for software development teams.

Project Management Zoho

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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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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