Integrate Onpipeline with Qoyod
Send information between Onpipeline and Qoyod automatically, without writing any code, using Zoho Flow.
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Create an invoice in Qoyod for recently won deals in Onpipeline
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Qoyod each time a deal is won 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 Qoyod.
Create an invoice in Qoyod for recently won deals in Onpipeline
Onpipeline + Qoyod
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Supported triggers and actions
Integrate Onpipeline and Qoyod 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
Bill added
Triggers when a new bill is added
Vendor added
Triggers when a new vendor is added
Invoice payment added
Triggers when a new invoice payment is added
Sales receipt added
Triggers when a new sales receipt is added
Account added
Triggers when a new account is added
Purchase order added
Triggers when a new purchase order is added
Invoice added
Triggers when a new invoice is added
Bill payment added
Triggers when a new bill payment is added
Customer added
Triggers when a new customer is added
Product added
Triggers when a new product 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.
Create customer
Creates a new customer
Create bill
Creates a new bill
Create inventory adjustment
Creates a new inventory adjustment
Create bill payment
Creates a new bill payment
Create invoice
Creates a new invoice
Create product
Creates a new product
Create invoice payment
Creates a new invoice payment
Create inventory transfer
Creates a new inventory transfer
Create purchase order
Creates a new purchase order
Create vendor
Creates a new vendor
Create sales receipt
Creates a new sales receipt
Create account
Creates a new account
Fetch customer by email address
Fetches the details of an existing customer using email address
Fetch invoice by ID
Fetches the details of an existing invoice using ID
Fetch invoice by reference
Fetches the details of an existing invoice using reference number
Fetch bill payment by ID
Fetches the details of an existing bill payment using ID
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch invoice payment by reference
Fetches the details of an invoice payment using reference number
Fetch product by ID
Fetches the details of an existing product using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch bill by reference
Fetches the details of an existing bill using reference number
Fetch sales receipt by reference
Fetches the details of an existing sales receipt using reference number
Fetch purchase order by ID
Fetches the details of an existing purchase order using ID
Fetch purchase order by reference
Fetches the details of an existing purchase order using reference number
Fetch invoice payment by ID
Fetches the details of an invoice payment using ID
Fetch bill payment by reference
Fetches the details of an existing bill payment using reference number
Fetch bill by ID
Fetches the details of an existing bill using ID
Fetch product by SKU
Fetches the details of an existing product using SKU
Fetch sales receipt by ID
Fetches the details of an existing sales receipt using ID
Fetch vendor by email address
Fetches the details of an existing vendor using email address
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.
Similar apps
What is Qoyod?
Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.
Similar apps
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