Integrate PipelineDeals with QuickFile
Send information between PipelineDeals and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in QuickFile for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in QuickFile each time a deal is won 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 QuickFile.
Create an invoice in QuickFile for the latest closed deals in PipelineDeals
PipelineDeals + QuickFile
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Supported triggers and actions
Integrate PipelineDeals and QuickFile 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
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
Fetch client
Fetches the details of an existing client by company name
Create invoice
Creates a new invoice
Add client
Adds a new client
Create bank entry
Creates a new bank entry
Fetch item
Fetches the details of an existing item by name
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Toto
Technical Engineer, Master Liveaboards
