Integrate Pipedrive with Zoho Invoice
Send information between Pipedrive and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Zoho Invoice for the latest closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Zoho Invoice 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 Zoho Invoice.
Create an invoice in Zoho Invoice for the latest closed deals in Pipedrive
Pipedrive + Zoho Invoice
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Supported triggers and actions
Integrate Pipedrive and Zoho Invoice 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
Item updated
Triggers when any detail of an existing item is updated
Contact created
Triggers when a new contact is created
Contact person created
Triggers when a new contact person is created for an existing contact
Timesheet updated
Triggers when the details of an existing timesheet are updated
Credit note created
Triggers when a new credit note is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Project updated
Triggers when any detail of an existing project is updated
Invoice created
Triggers when a new invoice is created
Recurring expense created
Triggers when a new recurring expense is created
Item created
Triggers when a new item is created in the selected organization
Credit note updated
Triggers when the details of an existing credit note are updated
Payment received
Triggers when a new payment is received
Contact updated
Triggers when any detail of an existing contact is updated
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Project created
Triggers when a new project 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 recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Create timesheet
Creates a new timesheet entry
Create task
Creates a new task in the specified project
Record payment
Records a payment for an existing invoice
Start timer
Starts timer for the selected task
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring invoice
Creates a new recurring invoice
Add address for customer
Adds address details for an existing customer
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch item by name
Fetches the details of an existing item by name
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
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 Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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