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
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Debitoor.
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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.

CRM

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.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, iDAYit

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Technical and Operations Head, TruAct

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