Integrate Onpipeline with Ziflow
Send information between Onpipeline and Ziflow automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Onpipeline and Ziflow 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
Proof updated
Triggers when the details of an existing proof are updated
Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
Proof created
Triggers when a new proof is created
Review completed
Triggers when a proof review is completed
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.
Add reviewer
Adds a reviewer to the specified stage on the proof
Create guest
Creates a new guest
Complete review or make decision
Makes a decision or marks the specified review as complete based on the reviewer's proof role
Create proof
Creates a new proof
Create folder
Creates a new folder
Create comment
Creates a new comment in the specified proof
Update reviewer
Updates the details of an existing reviewer
Update guest
Updates the details of an existing guest
Update folder
Updates the details of an existing folder
Like comment
Likes a comment in the specified proof
Update user
Updates the details of an existing user
Update proof
Updates the details of an existing proof
Fetch user
Fetches the details of an existing user using their email address or ID
Fetch comment
Fetches a comment in an existing proof using its ID
Fetch reviewer
Fetches the details of an existing reviewer using ID or email address
Fetch guest or user
Fetches the details of an existing contact (guest or user) using their email address or ID
Fetch proof
Fetches the details of an existing proof using its ID
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.
Similar apps
What is Ziflow?
Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.
Similar apps
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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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
