Integrate Tookan with PipelineDeals
Send information between Tookan and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in PipelineDeals for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tookan
Tookan + PipelineDeals
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Supported triggers and actions
Integrate Tookan and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
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
All Actions - Actions are the automated tasks
Create merchant
Creates a new merchant
Create delivery task
Creates a new delivery task
Create appointment task
Creates a new appointment task
Create pickup and delivery task
Creates a new pickup and delivery task
Create pickup task
Creates a new pickup task
Create customer
Creates a new customer
Create agent
Creates a new agent
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
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