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 Ronin?
Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.
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