Integrate PipelineDeals with Ronin
Send information between PipelineDeals and Ronin automatically, without writing any code, using Zoho Flow.
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Create an invoice in Ronin for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Ronin for every finalised deal 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 Ronin.
Create an invoice in Ronin for newly acquired deals in PipelineDeals
PipelineDeals + Ronin
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Supported triggers and actions
Integrate PipelineDeals and Ronin 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
Task added
Triggers when a new task is added
Client created
Triggers when a new client is created
Payment created
Triggers when a new payment is added
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project 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 contact
Creates a new contact
Create expense
Creates a new expense
Create task
Creates a new task
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
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 Ronin?
Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.
Similar apps
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