Integrate OnePageCRM with Invoiced
Send information between OnePageCRM and Invoiced automatically, without writing any code, using Zoho Flow.
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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 Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
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Louis Castellano
CEO, Lakeside CNC Group
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