Integrate PipelineDeals with InvoiceXpress

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

Explore prebuilt integration flows to get started

[esc]

Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals

Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in InvoiceXpress for a new deal created in your PipelineDeals.

How it works
  1. The flow triggers when a new deal is created in PipelineDeals.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
+

Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals

PipelineDeals + InvoiceXpress

[esc]

Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in InvoiceXpress each time a deal is won 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
+

Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals

PipelineDeals + InvoiceXpress

Build your own integrations between PipelineDeals and InvoiceXpress

Connect PipelineDeals and InvoiceXpress 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 InvoiceXpress 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

Client added

Triggers when a new client is added

Purchase order added

Triggers when a new purchase order is added

Item added

Triggers when a new item is added

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate 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 client

Creates a new client

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create purchase order

Creates a new purchase order

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 InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY