Integrate OnePageCRM with LessAccounting
Send information between OnePageCRM and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for newly acquired deals in OnePageCRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for newly acquired deals in OnePageCRM
OnePageCRM + LessAccounting
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Supported triggers and actions
Integrate OnePageCRM and LessAccounting using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
Contact created
Triggers when you add a new contact
Expense created
Triggers when a new expense is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
Business created
Triggers when you add a new business
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create invoice
Adds a new invoice
Add line item
Adds a new line item in the specified proposal or invoice
Create contact
Adds a new contact
Create expense
Adds a new expense
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch expense
Fetches the details of an existing expense
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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Logic
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Custom functions
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
