Integrate OnePageCRM with Simplicate
Send information between OnePageCRM and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Simplicate for every deal won in your OnePageCRM
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Simplicate for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Simplicate.
Create a new project in Simplicate for every deal won in your OnePageCRM
OnePageCRM + Simplicate
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Supported triggers and actions
Integrate OnePageCRM and Simplicate 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
Person added
Triggers when a new person is added
Employee added
Triggers when a new employee is added
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Sale recorded
Triggers when a new sale is recorded
Organization created
Triggers when a new organization is created
Contact person added
Triggers when a new contact person is added
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 project
Creates a new project
Record sale
Records a new sale
Add leave
Adds a new leave for an employee
Create invoice
Creates a new invoice
Add person
Adds a new person
What is Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.
Briana Moriarty
Head of HR and Operations, Roofing solutions company (Moriarty's Roofing)
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Avid Brio
Zoho Flow acts as a connector between applications. It helped automate the document creation process, reducing manual tasks and increasing our overall efficiency.
Melanie Cope Machial
Head of Marketing and Technology, Revenue Ranch
