Integrate PipelineDeals with MYOB AccountRight Live

Send information between PipelineDeals and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.

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Generate an invoice in MYOB AccountRight Live for newly 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 MYOB AccountRight Live 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 in MYOB AccountRight Live.
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Generate an invoice in MYOB AccountRight Live for newly closed deals in PipelineDeals

PipelineDeals + MYOB AccountRight Live

Build your own integrations between PipelineDeals and MYOB AccountRight Live

Connect PipelineDeals and MYOB AccountRight Live 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 MYOB AccountRight Live 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

New bill

Triggers when a new bill is created

New customer

Triggers when a new customer is created

New employee

Triggers when a new employee is created

New supplier

Triggers when a new supplier is created

New item sale

Triggers when a new sale is recorded

New invoice

Triggers when a new invoice is generated

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 purchase item order

Creates a new purchase item order

Create sales order

Creates a new sales order

Create supplier

Creates a new supplier

Create item

Creates a new item in the inventory

Create customer

Triggers when a new customer is created

Create employee

Creates a new employee

Create timesheet entry

Creates a new timesheet entry for an employee

Create bill

Creates a bill for the specified supplier

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer

Update item

Updates the details of an existing item

Fetch item

Fetches the details of an existing item by UID

Fetch customer

Fetches the details of an existing customer

Fetch bill

Fetches a bill by type and ID

Fetch employee

Fetches an employee by display ID or email

Fetch invoice

Fetches an invoice by UID

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 MYOB AccountRight Live?

MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.

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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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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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