Integrate OnePageCRM with Active Collab

Send information between OnePageCRM 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 OnePageCRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Active Collab for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Active Collab.
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Create a new project in Active Collab for every deal won in your OnePageCRM

OnePageCRM + Active Collab

Build your own integrations between OnePageCRM and Active Collab

Connect OnePageCRM and Active Collab with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

Task created

Triggers when a new task is created

Task list created

Triggers when a new task list is created in a project

Task updated

Triggers when the details of an existing task is updated

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

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

Create company

Creates a new company

Create task

Creates a new task

Add comment to discussion

Adds a new comment to discussion

Add comment to task

Creates a new comment in the selected task

Create project

Creates a new project

Move task

Moves the specified task to the selected task list

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

Product 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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