Integrate PipelineDeals with Freee
Send information between PipelineDeals and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Freee each time 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 for the selected company in Freee.
Create an invoice in Freee for the latest closed deals in PipelineDeals
PipelineDeals + Freee
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Supported triggers and actions
Integrate PipelineDeals and Freee 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
Transaction added
Triggers when a new transaction is added for the selected company
Item added
Triggers when a new item is added under the selected company
Invoice added
Triggers when a new invoice is added for the selected company
Partner added
Triggers when a new partner 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 transaction
Creates a new transaction for the selected company
Create item
Creates a new item under the selected company
Create partner
Creates a new partner for the selected company
Create invoice
Creates a new invoice for the selected company
Update partner
Updates the details of an existing partner
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch tax by code
Fetches the details of a tax by code
Fetch tag by ID
Fetches a tag by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch tag by name
Fetches a tag by name
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch department by ID
Fetches the details of an existing department by ID
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch account item by name
Fetches the details of an existing account item by name
Fetch item by ID
Fetches the details of an existing item by 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 Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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Logic
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