Integrate Onpipeline with Pivotal Tracker

Send information between Onpipeline and Pivotal Tracker automatically, without writing any code, using Zoho Flow.

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Generate a new project in Pivotal Tracker for every deal successfully closed in Onpipeline

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Pivotal Tracker for every deal won in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new project in Pivotal Tracker.
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Generate a new project in Pivotal Tracker for every deal successfully closed in Onpipeline

Onpipeline + Pivotal Tracker

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Supported triggers and actions

Integrate Onpipeline and Pivotal Tracker 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

Project created

Triggers when a new project is created

Story created

Triggers when a new story is created in the selected project

Activity registered in tracker

Triggers when a new activity is registered in the tracker

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 project

Creates a new project

Create story

Creates a new story in the selected project

Fetch label

Fetches a label by its name

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

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.

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