Connect OnePageCRM to MILKEE

Both apps 35OnePageCRM 20MILKEE 15

• 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
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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