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
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Invoice Ninja.
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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.

CRM

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.

Proposals & Invoices

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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