Integrate Onpipeline with Active Collab
Send information between Onpipeline and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in your Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Active Collab for every accomplished deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in your Onpipeline
Onpipeline + Active Collab
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Supported triggers and actions
Integrate Onpipeline and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Note added
Triggers when a new note is added
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
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
Event created
Triggers when a new calendar event is created
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Task moved
Triggers when a task is moved from one task list to another
Task created
Triggers when a new task is created
Task closed
Triggers when a task is closed
Task updated
Triggers when the details of an existing task is updated
Task list created
Triggers when a new task list is created in a project
Project created
Triggers when a new project is created
Comment added
Triggers when a comment is added to an object
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 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
Update person
Updates the details of an existing 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.
Create task
Creates a new task
Create project
Creates a new project
Add comment to task
Creates a new comment in the selected task
Create company
Creates a new company
Add comment to discussion
Adds a new comment to discussion
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch template
Fetches the details of an existing template
Fetch category
Fetches the details of an existing category by ID or name
Fetch project
Fetches the details of an existing project by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch company
Fetches the details of an existing company by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch label
Fetches the details of an existing label by ID or name
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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