Integrate Onpipeline with sevDesk
Send information between Onpipeline and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in sevDesk 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 sevDesk.
Create an invoice in sevDesk for recently won deals in Onpipeline
Onpipeline + sevDesk
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Supported triggers and actions
Integrate Onpipeline and sevDesk 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 created
Triggers when a new invoice is created
Order received
Triggers when a new invoice is received
Contact added
Triggers when a new contact (person /company ) is added
Task created
Triggers when a new task is created
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 contact
Creates a new contact
Create task
Creates a new task
Create invoice
Creates a new invoice
Create order
Creates a new order
Create voucher
Creates a new voucher
Create contact address
Creates a new contact address
Fetch country by name
Fetches a country by name
Fetch country by ID
Fetches a country by ID
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch category by ID
Fetches the details of an existing category by ID
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch cost centre by name
Fetches the details of an existing cost centre 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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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