Integrate OnePageCRM with Debitoor
Send information between OnePageCRM and Debitoor automatically, without writing any code, using Zoho Flow.
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Create an invoice in Debitoor for the latest closed deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Debitoor whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Debitoor.
Create an invoice in Debitoor for the latest closed deals in OnePageCRM
OnePageCRM + Debitoor
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Supported triggers and actions
Integrate OnePageCRM and Debitoor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
Recurring invoice created
Triggers when a new recurring invoice is created
Quote created
Triggers when a new quote is generated
Supplier created or updated
Triggers when a new supplier is created. Updates the details if it already exists.
Product created
Triggers when a new product is created
Customer created or updated
Triggers when a new customer is created. Updates the details if it already exists.
Delivery note created or updated
Triggers when a new delivery note is created. Updates the details if it already exists.
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create recurring invoice
Creates a new recurring invoice
Create delivery note
Creates a new delivery note
Convert quote to invoice
Converts the specified quote to draft invoice
Update product
Updates the details of an existing product
Update supplier
Updates the details of an existing supplier
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using email address
Fetch product
Fetches the details of an existing product using SKU or reference
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is Debitoor?
Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.
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Custom functions
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