Integrate OnePageCRM with Trigger

Send information between OnePageCRM and Trigger automatically, without writing any code, using Zoho Flow.

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Create a new project in Trigger for every deal won in OnePageCRM

Initiate a project promptly following the closure of a deal. This flow will create a new project in Trigger for every deal won in your OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Trigger.
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Create a new project in Trigger for every deal won in OnePageCRM

OnePageCRM + Trigger

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Supported triggers and actions

Integrate OnePageCRM and Trigger 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

New task

Triggers when a new task is created

New company

Triggers when a new company is created

New project

Triggers when a new project 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 task

Create a new task in the selected project

Create project

Creates a new project

Create company

Creates a new company

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

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 has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)

Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.

Karine McGraw

Deputy Director, Nexivo

Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.

Hugo Garcia

CEO, SHARC Energy

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