Integrate Pipedrive with Saasu
Send information between Pipedrive and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for recently won deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Saasu each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
Create an invoice in Saasu for recently won deals in Pipedrive
Pipedrive + Saasu
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Supported triggers and actions
Integrate Pipedrive and Saasu 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
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 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 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 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.
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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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