Integrate Pipedrive with Flowlu

Send information between Pipedrive and Flowlu automatically, without writing any code, using Zoho Flow.

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Create an invoice in Flowlu for the latest closed deals in Pipedrive

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Flowlu each time a deal is closed in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Flowlu.
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Create an invoice in Flowlu for the latest closed deals in Pipedrive

Pipedrive + Flowlu

Build your own integrations between Pipedrive and Flowlu

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Supported triggers and actions

Integrate Pipedrive and Flowlu using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Activity created

Triggers when a new activity is created

Deal updated

Triggers when any detail of an existing deal is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update deal

Updates the details of an existing deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create lead

Creates a new lead

Update product

Updates the details of an existing product

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by title

Fetches the details of an existing deal by title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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