Integrate Pipedrive with Qoyod

Send information between Pipedrive and Qoyod automatically, without writing any code, using Zoho Flow.

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Create an invoice in Qoyod for recently won deals in Pipedrive

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Qoyod each time a deal is won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Qoyod.
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Create an invoice in Qoyod for recently won deals in Pipedrive

Pipedrive + Qoyod

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Supported triggers and actions

Integrate Pipedrive and Qoyod using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity 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

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create project

Creates a new project

Create organization

Creates a new organization

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by 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 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.

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.

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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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