Integrate PipelineDeals with Saasu
Send information between PipelineDeals and Saasu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Saasu for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for recently won deals in PipelineDeals
PipelineDeals + Saasu
Build your own integrations between PipelineDeals and Saasu
Connect PipelineDeals and Saasu with over 950+ 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 Saasu 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
New contact
Triggers when a new contact is created
New activity
Triggers when a new activity is created
New item
Triggers when a new item is created
New purchase order
Triggers when a new purchase order is created
New invoice
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
New company
Triggers when a new company 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 contact
Creates a new contact
Create activity
Creates a new activity
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Create account
Creates a new account
Create service invoice
Creates a new invoice with service layout
Create item invoice
Creates a new invoice with item layout and inventory items
Create company
Creates a new company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update contact
Updates details of the selected contact
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update journal
Updates the details of an existing journal
Update company
Updates the details of an existing company
Update account
Updates the details of an existing account
Fetch contact
Fetches details of the selected contact
Update activity
Updates the details of an existing activity
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
