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
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow adds a new invoice in LessAccounting.
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.
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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.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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