Integrate PipelineDeals with Invoiced

Send information between PipelineDeals and Invoiced automatically, without writing any code, using Zoho Flow.

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Create an invoice in Invoiced for recently won deals in PipelineDeals

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

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Invoiced.
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Create an invoice in Invoiced for recently won deals in PipelineDeals

PipelineDeals + Invoiced

Build your own integrations between PipelineDeals and Invoiced

Connect PipelineDeals and Invoiced with over 800+ 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 Invoiced using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New deal

Triggers when a new deal is created

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

Subscription canceled

Triggers when a subscription is canceled

New subscription

Triggers when a new subscription is created

New customer

Triggers when a new customer is created

Invoice paid

Triggers when an invoice is paid in full

New invoice

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

Add person

Adds a new person

Create task

Creates a new calendar task

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Fetch customer

Fetches an existing customer by the selected filter

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

What is Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

Accounting

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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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