Connect OnePageCRM to Workflowy

Both apps 30OnePageCRM 20Workflowy 10

• Trigger
  Closed Sales Cycle

  Triggered when a sales cycle is closed — a deal is marked won or lost.

• Trigger
  Completed Next Action

  Triggered when a next action is marked done in OnePageCRM.

• Trigger
  New Call

  Triggered when a phone call is logged in OnePageCRM.

• Trigger
  New Contact

  Triggered when a new contact is created in OnePageCRM.

• Trigger
  New Deal

  Triggered when a new deal is created in OnePageCRM.

• Trigger
  New Next Action

  Triggered when a new next action is created in OnePageCRM.

• Trigger
  New Note

  Triggered when a new note is added to a contact in OnePageCRM.

• Trigger
  Updated Contact

  Triggered when a contact is created or changed in OnePageCRM.

• Trigger
  Updated Deal

  Triggered when a deal is created or changed in OnePageCRM.

• Action
  Close Sales Cycle

  Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.

• Action
  Create Call

  Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.

• Action
  Create Contact

  Creates a contact in OnePageCRM, including your account's own custom fields.

• Action
  Create Deal

  Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.

• Action
  Create Next Action

  Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.

• Action
  Create Note

  Adds a note to a contact's timeline in OnePageCRM.

• Action
  Find Contact

  Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.

• Action
  Find Deal

  Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.

• Action
  Find User

  Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.

• Action
  Update Contact

  Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.

• Action
  Update Deal

  Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

• Action
  Complete a bullet

  Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.

• Action
  Create Bullet

  Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.

• Action
  Delete a bullet

  Deletes a bullet from Workflowy by its ID, along with anything nested under it.

• Action
  Export all bullets

  Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.

• Action
  Get a bullet

  Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.

• Action
  List bullets

  Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.

• Action
  List targets

  Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.

• Action
  Move a bullet

  Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.

• Action
  Uncomplete a bullet

  Un-checks a completed Workflowy bullet, putting it back to not-done.

• Action
  Update a bullet

  Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.