Integrate PipelineDeals with sevDesk
Send information between PipelineDeals and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk whenever a deal is closed 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 sevDesk.
Create an invoice in sevDesk for the latest closed deals in PipelineDeals
PipelineDeals + sevDesk
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Supported triggers and actions
Integrate PipelineDeals and sevDesk 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 created
Triggers when a new task is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Invoice created
Triggers when a new invoice 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 contact
Creates a new contact
Create voucher
Creates a new voucher
Create contact address
Creates a new contact address
Create task
Creates a new task
Create order
Creates a new order
Create invoice
Creates a new invoice
Fetch category by name
Fetches the details of an existing category by name
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch country by ID
Fetches a country by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch country by name
Fetches a country by name
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
Similar apps
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