Active Collab + OnePageCRM Integrations

How to connect Active Collab + OnePageCRM

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
New Project
Triggers when new project is created.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
Time Tracked
User has tracked time on project or task.
Trigger
Instant
Add Comment to Task
Creates a new comment in selected task.
Action
Write
Active Collab
Creates a new company.
Scheduled
Action
Active Collab
Completes a project.
Scheduled
Action
Active Collab
Completes a task.
Scheduled
Action
Active Collab
Creates a new project.
Scheduled
Action
Active Collab
Creates a task.
Scheduled
Action
Active Collab
Creates a new discussion in a project.
Scheduled
Action
Active Collab
Adds a new comment to discussion.
Scheduled
Action
Active Collab
Invites a new user to a project.
Scheduled
Action
OnePageCRM
Triggers when a new contact is created.
Scheduled
Trigger
OnePageCRM
Triggers when a deal is won.
Scheduled
Trigger
OnePageCRM
Triggers when a new next action is set.
Scheduled
Trigger
OnePageCRM
Triggers when a new pending deal is created.
Scheduled
Trigger
OnePageCRM
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Scheduled
Action
OnePageCRM
Creates a new contact in OnePageCRM.
Scheduled
Action
OnePageCRM
Find a contact in OnepageCRM.
Scheduled
Action
OnePageCRM
Find or Create a contact
Scheduled
Action

How Active Collab + OnePageCRM Integrations Work

Step 1: Authenticate Active Collab and OnePageCRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Active Collab + OnePageCRM

About Active Collab

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

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Project Management

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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.