Integrate PipelineDeals with Qoyod

Send information between PipelineDeals and Qoyod automatically, without writing any code, using Zoho Flow.

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Create an invoice in Qoyod for newly acquired deals in PipelineDeals

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Qoyod each time a deal is closed in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Qoyod.
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Create an invoice in Qoyod for newly acquired deals in PipelineDeals

PipelineDeals + Qoyod

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Supported triggers and actions

Integrate PipelineDeals and Qoyod 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

Bill added

Triggers when a new bill is added

Vendor added

Triggers when a new vendor is added

Invoice payment added

Triggers when a new invoice payment is added

Sales receipt added

Triggers when a new sales receipt is added

Account added

Triggers when a new account is added

Purchase order added

Triggers when a new purchase order is added

Invoice added

Triggers when a new invoice is added

Bill payment added

Triggers when a new bill payment is added

Customer added

Triggers when a new customer is added

Product added

Triggers when a new product is added

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 customer

Creates a new customer

Create bill

Creates a new bill

Create inventory adjustment

Creates a new inventory adjustment

Create bill payment

Creates a new bill payment

Create invoice

Creates a new invoice

Create product

Creates a new product

Create invoice payment

Creates a new invoice payment

Create inventory transfer

Creates a new inventory transfer

Create purchase order

Creates a new purchase order

Create vendor

Creates a new vendor

Create sales receipt

Creates a new sales receipt

Create account

Creates a new account

Fetch customer by email address

Fetches the details of an existing customer using email address

Fetch invoice by ID

Fetches the details of an existing invoice using ID

Fetch invoice by reference

Fetches the details of an existing invoice using reference number

Fetch bill payment by ID

Fetches the details of an existing bill payment using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch invoice payment by reference

Fetches the details of an invoice payment using reference number

Fetch product by ID

Fetches the details of an existing product using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch bill by reference

Fetches the details of an existing bill using reference number

Fetch sales receipt by reference

Fetches the details of an existing sales receipt using reference number

Fetch purchase order by ID

Fetches the details of an existing purchase order using ID

Fetch purchase order by reference

Fetches the details of an existing purchase order using reference number

Fetch invoice payment by ID

Fetches the details of an invoice payment using ID

Fetch bill payment by reference

Fetches the details of an existing bill payment using reference number

Fetch bill by ID

Fetches the details of an existing bill using ID

Fetch product by SKU

Fetches the details of an existing product using SKU

Fetch sales receipt by ID

Fetches the details of an existing sales receipt using ID

Fetch vendor by email address

Fetches the details of an existing vendor using 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.

CRM

What is Qoyod?

Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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