Integrate OnePageCRM with Synchroteam

Send information between OnePageCRM and Synchroteam automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate OnePageCRM and Synchroteam using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

Customer created

Triggers when a new customer is created

Job created

Triggers when a new job is created

Job created or updated

Triggers when a new job is created or the details of an existing job are updated

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 or update customer

Creates a new customer or updates the details of an existing customer

Create customer

Creates a new customer

Create site

Creates a new site

Create or update site

Creates a new site or updates the details of an existing site

Create or update job

Creates a new job or updates the details of an existing job

Create or update user

Creates a new user or updates the details of an existing user

Update site

Updates the details of an existing site

Update customer

Updates the details of the customer

Fetch job type

Fetches the details of an existing job type

Fetch equipment

Fetches the details of an existing equipment

Fetch site

Fetches the details of an existing site

Fetch user

Fetches the details of an existing user

Fetch job

Fetches the details of an existing job

Fetch customer

Fetches the details of an existing customer

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 Synchroteam?

Synchroteam is a field management software solution. You can design custom forms, manage inventory, and find jobs quickly.

FSM

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.

Learn more >

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.

Learn more >

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