Integrate Pipedrive with MYOB AccountRight Live
Send information between Pipedrive and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for recently won deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in MYOB AccountRight Live each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for recently won deals in Pipedrive
Pipedrive + MYOB AccountRight Live
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Supported triggers and actions
Integrate Pipedrive and MYOB AccountRight Live using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when the details of an existing contact person is updated
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
New invoice
Triggers when a new invoice is generated
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
New bill
Triggers when a new bill is created
New item sale
Triggers when a new sale is recorded
New customer
Triggers when a new customer is created
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Create project
Creates a new project
Create lead
Creates a new lead
Create deal
Creates a new deal
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Create item
Creates a new item in the inventory
Create employee
Creates a new employee
Create customer
Creates a new customer
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create timesheet entry
Creates a new timesheet entry for an employee
Create supplier
Creates a new supplier
Create bill
Creates a bill for the specified supplier
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an existing item by UID
Fetch employee
Fetches an employee by display ID or email
Fetch bill
Fetches a bill by type and ID
Fetch invoice
Fetches an invoice by UID
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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