Integrate PipelineDeals with Debitoor
Send information between PipelineDeals and Debitoor automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Debitoor for newly closed deals in PipelineDeals
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Debitoor each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Debitoor.
Generate an invoice in Debitoor for newly closed deals in PipelineDeals
PipelineDeals + Debitoor
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Supported triggers and actions
Integrate PipelineDeals and Debitoor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
Recurring invoice created
Triggers when a new recurring invoice is created
Quote created
Triggers when a new quote is generated
Supplier created or updated
Triggers when a new supplier is created. Updates the details if it already exists.
Product created
Triggers when a new product is created
Customer created or updated
Triggers when a new customer is created. Updates the details if it already exists.
Delivery note created or updated
Triggers when a new delivery note is created. Updates the details if it already exists.
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Create product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create recurring invoice
Creates a new recurring invoice
Create delivery note
Creates a new delivery note
Convert quote to invoice
Converts the specified quote to draft invoice
Update product
Updates the details of an existing product
Update supplier
Updates the details of an existing supplier
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using email address
Fetch product
Fetches the details of an existing product using SKU or reference
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Debitoor?
Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.
Similar apps
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