Integrate OnePageCRM with Agiled
Send information between OnePageCRM and Agiled automatically, without writing any code, using Zoho Flow.
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Generate a new project in Agiled for every deal successfully closed in OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Agiled for every deal won in your OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Agiled.
Generate a new project in Agiled for every deal successfully closed in OnePageCRM
OnePageCRM + Agiled
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Supported triggers and actions
Integrate OnePageCRM and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create employee
Creates a new employee
Create task
Creates a new task
Create product
Creates a new product
Create contract
Creates a new contract
Create ticket
Creates a new ticket
Create client
Creates a new client
Create expense
Creates a new expense
Create project
Creates a new project
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update employee
Updates the details of an existing employee
Fetch tax
Fetches the list of existing taxes
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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.
Learn more >Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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CEO, Yellow Africa
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
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CEO, InterForm
