Integrate OnePageCRM with Wrike
Send information between OnePageCRM and Wrike automatically, without writing any code, using Zoho Flow.
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Create a new project in Wrike for every deal won in your OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Wrike for every deal successfully closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project under the selected folder in Wrike.
Create a new project in Wrike for every deal won in your OnePageCRM
OnePageCRM + Wrike
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Supported triggers and actions
Integrate OnePageCRM and Wrike 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
Task status updated
Triggers when the status of a task is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task event occurred
Triggers when an event has occurred in a task
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task is created
Folder or project created
Triggers when a new folder or project is created
Project status updated
Triggers when the status of a project is updated
Comment added for task
Triggers when a new comment is added for a task
Attachment added
Triggers when an attachment is added and extracts the attachment URL
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
Fetch user
Fetches the details of an existing user
Add comment to folder or project
Adds a comment to the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Create task
Creates a new task under the selected folder or project
Add comment to task
Adds a comment to the specified task
Create project
Creates a new project under the selected folder
Create folder
Creates a new folder under the selected parent folder
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch custom item type
Fetches the custom item type details by title
Fetch folder or project
Fetches the details of an existing folder or project
Fetch task
Fetches the details of an existing task
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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