Integrate Mattermark with Onpipeline
Send information between Mattermark and Onpipeline automatically, without writing any code, using Zoho Flow.
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Fetch investors in MatterMark when a deal is updated as won in Onpipeline
How it works
Fetch investors in MatterMark when a deal is updated as won in Onpipeline
Onpipeline + Mattermark
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Supported triggers and actions
Integrate Mattermark and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Event updated
Triggers when a calendar event is updated
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
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Fetch company
Fetches the details of an existing company using ID, name, or domain
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
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 person
Updates the details of an existing contact person
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
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.
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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