Integrate PipelineDeals with Quaderno

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

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Create an invoice in Quaderno for recently won deals in PipelineDeals

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Quaderno whenever 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 Quaderno.
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Create an invoice in Quaderno for recently won deals in PipelineDeals

PipelineDeals + Quaderno

Build your own integrations between PipelineDeals and Quaderno

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Supported triggers and actions

Integrate PipelineDeals and Quaderno 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 refund

Triggers when a credit note is created

Successful checkout

Triggers when a checkout is successful

New invoice

Triggers when a new invoice is created

Abandoned checkout

Triggers when a checkout is abandoned

New contact

Triggers when a new contact is created

Failed checkout

Triggers when a checkout fails because of insufficient funds

New sale

Triggers when a new sales invoice or receipt 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 expense

Creates a new expense

Create invoice

Creates a new invoice

Create invoice or receipt

Creates a sales invoice or receipt

Create contact

Creates a new contact

Fetch invoice or receipt

Fetches an existing invoice or receipt by number

Fetch contact

Fetches an existing contact by email

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 Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

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