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Integrate PipelineDeals with ProWorkflow
Send information between PipelineDeals and ProWorkflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in ProWorkflow for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in ProWorkflow for every finalised deal 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 ProWorkflow.
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Create an invoice in ProWorkflow for recently won deals in PipelineDeals
PipelineDeals + ProWorkflow
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Build your own integrations between PipelineDeals and ProWorkflow
Connect PipelineDeals and ProWorkflow with over 1000+ 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 ProWorkflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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New deal
Triggers when a new deal is created
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Updated deal status
Triggers when the status of an existing deal is updated
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Company created
Triggers when a new company is added
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Invoice created
Triggers when a new invoice is added
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Contact created
Triggers when a new contact is added
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Invoice updated
Triggers when the details of an existing invoice are edited
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Task updated
Triggers when the details of an existing task are updated
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Project created
Triggers when a new project is added
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Message created
Triggers when a new message is added
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Quote created
Triggers when a new quote is added
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Task created
Triggers when a new task is added
All Actions - Actions are the automated tasks
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Add person
Adds a new person
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Create deal
Creates a new deal
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create task
Creates a new calendar task
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Add invoice
Creates a new invoice
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Add expense
Creates a new expense
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Add contact
Creates a new contact
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Add company
Creates a new company
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Add project
Creates a new project
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Find invoice
Fetches the details of an existing invoice
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Find project
Fetches the details of an existing project
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Find company
Fetches the details of an existing company by name or email address
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Find contact
Fetches the details of an existing contact using username or email address
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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