Integrate PipelineDeals with Wild Apricot
Send information between PipelineDeals and Wild Apricot automatically, without writing any code, using Zoho Flow.
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Create an invoice in Wild Apricot for the latest closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Wild Apricot 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 Wild Apricot.
Create an invoice in Wild Apricot for the latest closed deals in PipelineDeals
PipelineDeals + Wild Apricot
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Supported triggers and actions
Integrate PipelineDeals and Wild Apricot 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
Event created or updated
Triggers when an event is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Payment created or updated
Triggers when a payment is created or updated
Contact created or updated
Triggers when a contact is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
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 event registration
Fetches the details of an existing event registration
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
Fetch contact
Fetches the details of an existing contact
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
Similar apps
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