Integrate PipelineDeals with Egnyte
Send information between PipelineDeals and Egnyte automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Egnyte using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
New user
Triggers when a new user is added
New file in folder
Triggers when a new file is created in the selected folder path
New folder in folder
Triggers when a new folder is created in the selected folder path
New group
Triggers when a new group is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Add person
Adds a new person
Create folder
Creates a new folder
Add user
Adds a new user
Fetch user
Fetches a user by email
Fetch file
Fetches a file by name
Create group
Creates a new group
Fetch group
Fetches a group by ID
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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What is Egnyte?
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