Integrate Onpipeline with Hiveage

Send information between Onpipeline and Hiveage automatically, without writing any code, using Zoho Flow.

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Create an invoice in Hiveage for newly acquired deals in Onpipeline

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Hiveage for every finalised deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Hiveage.
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Create an invoice in Hiveage for newly acquired deals in Onpipeline

Onpipeline + Hiveage

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Supported triggers and actions

Integrate Onpipeline and Hiveage using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Deal created

Triggers when a new deal is created

Person added

Triggers when a new contact person is added

Note added

Triggers when a new note is added

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Event updated

Triggers when a calendar event is updated

New connection

Triggers when a new connection is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New estimate

Triggers when a new estimate is created

New item

Triggers when a new item is created

New expense entry

Triggers when a new expense entry is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Create deal

Creates a new deal

Add lead

Creates a new lead

Add widget

Adds a new widget

Add note

Adds a new note

Add action menu

Adds a new action menu

Add person

Adds a new contact person

Update person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Update organization

Updates the details of an existing organization

Fetch event

Fetches the details of an existing event by ID

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Remove action menu

Removes an existing action menu using link ID

Remove widget

Removes an existing widget using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

Create item

Creates a new item

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create connection

Creates a new connection

Create estimate

Creates a new estimate

Create expense entry

Creates a new expense entry

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

What is Hiveage?

Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.

Proposals & Invoices

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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Technical Engineer, Master Liveaboards

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