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Onpipeline supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new contact person is added
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Triggers when a new deal is created
Triggers when a new organization is created
Triggers when a new calendar event is created
Triggers when an existing deal is updated
All Actions - Action are the automated tasks
Adds a new organization
Creates a new deal
Creates a new lead
Updates the details of an existing contact person
Adds a new contact person
Updates the details of an existing organization
Updates the details of an existing deal
Fetches the details of an existing organisation by name
Fetches the details of an existing person by full name
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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.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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