Integrate Dwolla with PipelineDeals
Send information between Dwolla and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dwolla and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
Funding source created
Triggers when a new funding source is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
All Actions - Actions are the automated tasks
Create funding source
Adds a bank or credit union account to a customer
Create customer
Creates a new customer
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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Toto
Technical Engineer, Master Liveaboards
