Integrate OnePageCRM with sevDesk

Send information between OnePageCRM and sevDesk automatically, without writing any code, using Zoho Flow.

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Generate an invoice in sevDesk for newly closed deals in OnePageCRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in sevDesk whenever a deal is closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in sevDesk.
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Generate an invoice in sevDesk for newly closed deals in OnePageCRM

OnePageCRM + sevDesk

Build your own integrations between OnePageCRM and sevDesk

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Supported triggers and actions

Integrate OnePageCRM and sevDesk 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

Task created

Triggers when a new task is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Invoice created

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 contact

Creates a new contact

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Create task

Creates a new task

Create order

Creates a new order

Create invoice

Creates a new invoice

Fetch category by name

Fetches the details of an existing category by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by ID

Fetches a country by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch country by name

Fetches a country by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

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.

CRM

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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