Integrate PipelineDeals with Flowlu
Send information between PipelineDeals and Flowlu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Flowlu for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Flowlu whenever a deal is closed 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 Flowlu.
Create an invoice in Flowlu for newly acquired deals in PipelineDeals
PipelineDeals + Flowlu
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Supported triggers and actions
Integrate PipelineDeals and Flowlu 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
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
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 task
Creates a new task
Create invoice
Creates a new invoice
Create project
Creates a new project
Create account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch project
Fetches the details of an existing project by project ID
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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
Similar apps
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