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Integrate PipelineDeals with Flowlu
Send information between PipelineDeals and Flowlu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Flowlu for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Flowlu whenever a deal is closed in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Flowlu.
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Create an invoice in Flowlu for newly acquired deals in PipelineDeals
PipelineDeals + Flowlu
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Build your own integrations between PipelineDeals and Flowlu
Connect PipelineDeals and Flowlu with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New deal
Triggers when a new deal is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Sales opportunity created
Triggers when a new sales opportunity is created
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Issue created
Triggers when a new issue is created
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Project created
Triggers when a new project is created
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Task created
Triggers when a new task is created
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Account created
Triggers when a new account is created
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Invoice paid
Triggers when an invoice payment is made
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create deal
Creates a new deal
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Add person
Adds a new person
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Create task
Creates a new calendar task
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Create account
Creates a new account
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Create sales opportunity
Creates a new sales opportunity
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Create task
Creates a new task
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Update project
Updates the details of an existing project
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Update sales opportunity
Updates the details of an existing sales opportunity
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Update task
Updates the details of an existing task
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Update account
Updates the details of an existing account
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Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
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Fetch project
Fetches the details of an existing project by project ID
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Fetch account
Fetches the details of an existing account by account ID
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Fetch task
Fetches the details of an existing task by task ID
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.
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