Integrate OnePageCRM with Invoiced
Send information between OnePageCRM and Invoiced automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoiced for recently won deals in OnePageCRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Invoiced whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Invoiced.
Create an invoice in Invoiced for recently won deals in OnePageCRM
OnePageCRM + Invoiced
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Supported triggers and actions
Integrate OnePageCRM and Invoiced using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
Subscription canceled
Triggers when a subscription is canceled
New subscription
Triggers when a new subscription is created
New customer
Triggers when a new customer is created
Invoice paid
Triggers when an invoice is paid in full
New invoice
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Fetch customer
Fetches an existing customer by the selected filter
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
Similar apps
Build comprehensive workflows using
Webhook triggers
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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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
