Integrate Onpipeline with MYOB AccountRight Live

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Create an invoice in MYOB AccountRight Live for newly acquired deals in Onpipeline

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in MYOB AccountRight Live 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 creates a new invoice in MYOB AccountRight Live.
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Create an invoice in MYOB AccountRight Live for newly acquired deals in Onpipeline

Onpipeline + MYOB AccountRight Live

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Supported triggers and actions

Integrate Onpipeline and MYOB AccountRight Live 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

New bill

Triggers when a new bill is created

New customer

Triggers when a new customer is created

New employee

Triggers when a new employee is created

New supplier

Triggers when a new supplier is created

New item sale

Triggers when a new sale is recorded

New invoice

Triggers when a new invoice is generated

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 purchase item order

Creates a new purchase item order

Create sales order

Creates a new sales order

Create supplier

Creates a new supplier

Create item

Creates a new item in the inventory

Create customer

Triggers when a new customer is created

Create employee

Creates a new employee

Create timesheet entry

Creates a new timesheet entry for an employee

Create bill

Creates a bill for the specified supplier

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer

Update item

Updates the details of an existing item

Fetch item

Fetches the details of an existing item by UID

Fetch customer

Fetches the details of an existing customer

Fetch bill

Fetches a bill by type and ID

Fetch employee

Fetches an employee by display ID or email

Fetch invoice

Fetches an invoice by UID

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 MYOB AccountRight Live?

MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.

Accounting CRM

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Logic

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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