Integrate Onpipeline with LessAccounting

Send information between Onpipeline and LessAccounting automatically, without writing any code, using Zoho Flow.

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Generate an invoice in LessAccounting for newly closed deals in Onpipeline

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Generate an invoice in LessAccounting for newly closed deals in Onpipeline

Onpipeline + LessAccounting

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Supported triggers and actions

Integrate Onpipeline and LessAccounting using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when an existing deal is updated

Person added

Triggers when a new contact person is added

Organization created

Triggers when a new organization is created

Deal updated as won

Triggers when a deal is updated as won

Event updated

Triggers when a calendar event is updated

Deal created

Triggers when a new deal is created

Event created

Triggers when a new calendar event is created

Payment created

Triggers when a new payment is created

Business created

Triggers when you add a new business

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when you add a new contact

Expense created

Triggers when a new expense is added

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add lead

Creates a new lead

Add organization

Adds a new organization

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing contact person

Add person

Adds a new contact person

Update organization

Updates the details of an existing organization

Fetch organization

Fetches the details of an existing organisation by name

Fetch person

Fetches the details of an existing person by full name

Create expense

Adds a new expense

Create invoice

Adds a new invoice

Create contact

Adds a new contact

Add line item

Adds a new line item in the specified proposal or invoice

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch expense

Fetches the details of an existing expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

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