Integrate Onpipeline with Invoice Ninja
Send information between Onpipeline and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoice Ninja for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Invoice Ninja for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in Onpipeline
Onpipeline + Invoice Ninja
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Supported triggers and actions
Integrate Onpipeline and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Invoice added
Trigger when a new invoice is added
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
Payment added
Trigger when a new payment is added
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Send invoice
Sends an existing invoice to a client via email
Create product
Creates a new product
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create client
Creates a new client
Create expense
Creates a new expense
Create task
Creates a new task
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch client by name
Fetches the details of an existing client record by name
Fetch expense category by name
Fetches an existing expense category by name
Fetch vendor by name
Fetches the details of an existing vendor by name
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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Learn more >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
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