Integrate Onpipeline with Saasu
Send information between Onpipeline and Saasu automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Saasu for newly closed deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Saasu each time a deal is won in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
Generate an invoice in Saasu for newly closed deals in Onpipeline
Onpipeline + Saasu
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Supported triggers and actions
Integrate Onpipeline and Saasu 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 purchase order
Triggers when a new purchase order is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
Contact updated
Triggers when the details of an existing contact are updated
New activity
Triggers when a new activity is created
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 item
Creates a new item
Create account
Creates a new account
Create contact
Creates a new contact
Create inventory adjustment
Creates a new inventory adjustmemt
Create item invoice
Creates a new invoice with item layout and inventory items
Create activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create company
Creates a new company
Create journal
Creates a new journal
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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