Integrate OnePageCRM with Invoiced
Send information between OnePageCRM and Invoiced automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Invoiced for recently won deals in OnePageCRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Invoiced 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 Invoiced.
Create an invoice in Invoiced for recently won deals in OnePageCRM
OnePageCRM + Invoiced
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Supported triggers and actions
Integrate OnePageCRM and Invoiced 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
New customer
Triggers when a new customer is created
New subscription
Triggers when a new subscription is created
Invoice paid
Triggers when an invoice is paid in full
Subscription canceled
Triggers when a subscription is canceled
New invoice
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 customer
Creates a new customer
Create invoice
Creates a new invoice
Fetch customer
Fetches an existing customer by the selected filter
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.
Similar apps
What is Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
