![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Integrate PipelineDeals with InvoiceXpress
Send information between PipelineDeals and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in InvoiceXpress for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals
PipelineDeals + InvoiceXpress
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in InvoiceXpress 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals
PipelineDeals + InvoiceXpress
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PipelineDeals and InvoiceXpress
Connect PipelineDeals and InvoiceXpress with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
New person, lead, or contact
Triggers when a new person, lead, or contact is created
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
New deal
Triggers when a new deal is created
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Updated deal status
Triggers when the status of an existing deal is updated
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Updated deal stage
Triggers when a deal is moved from one stage to another
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Purchase order added
Triggers when a new purchase order is added
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Client added
Triggers when a new client is added
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Item added
Triggers when a new item is added
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Add person
Adds a new person
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create deal
Creates a new deal
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create activity
Creates a new activity associated with an existing person, company, or deal
![](https://flow-public.nimbuspop.com/flow-apps/pipelinedeals.png)
Create task
Creates a new calendar task
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create purchase order
Creates a new purchase order
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create estimate
Creates a new quote, proforma or fees note.
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create item
Creates a new item
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create client
Creates a new client
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Fetch client by ID
Fetches the details of an existing client by id
![](https://flow-public.nimbuspop.com/flow-apps/invoicexpress.png)
Fetch client by code
Fetches the details of an existing client by code
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 InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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