Integrate PipelineDeals with Wave
Send information between PipelineDeals and Wave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Wave for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Wave each time 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 for the selected business in Wave.
Create an invoice in Wave for newly acquired deals in PipelineDeals
PipelineDeals + Wave
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Supported triggers and actions
Integrate PipelineDeals and Wave 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
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
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 customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
