Integrate Onpipeline with Qoyod

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

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Create an invoice in Qoyod for recently won deals in Onpipeline

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Qoyod each time a deal is won 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 Qoyod.
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Create an invoice in Qoyod for recently won deals in Onpipeline

Onpipeline + Qoyod

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Supported triggers and actions

Integrate Onpipeline and Qoyod 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

Bill added

Triggers when a new bill is added

Bill payment added

Triggers when a new bill payment is added

Customer added

Triggers when a new customer is added

Vendor added

Triggers when a new vendor is added

Product added

Triggers when a new product is added

Account added

Triggers when a new account is added

Purchase order added

Triggers when a new purchase order is added

Invoice added

Triggers when a new invoice is added

Invoice payment added

Triggers when a new invoice payment is added

Sales receipt added

Triggers when a new sales receipt is added

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 sales receipt

Creates a new sales receipt

Create purchase order

Creates a new purchase order

Create invoice payment

Creates a new invoice payment

Create inventory transfer

Creates a new inventory transfer

Create account

Creates a new account

Create vendor

Creates a new vendor

Create customer

Creates a new customer

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Create product

Creates a new product

Create inventory adjustment

Creates a new inventory adjustment

Create bill payment

Creates a new bill payment

Fetch invoice payment by ID

Fetches the details of an invoice payment using ID

Fetch sales receipt by reference

Fetches the details of an existing sales receipt using reference number

Fetch purchase order by ID

Fetches the details of an existing purchase order using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch bill by ID

Fetches the details of an existing bill using ID

Fetch product by SKU

Fetches the details of an existing product using SKU

Fetch bill payment by reference

Fetches the details of an existing bill payment using reference number

Fetch purchase order by reference

Fetches the details of an existing purchase order using reference number

Fetch invoice by reference

Fetches the details of an existing invoice using reference number

Fetch bill payment by ID

Fetches the details of an existing bill payment using ID

Fetch customer by email address

Fetches the details of an existing customer using email address

Fetch invoice by ID

Fetches the details of an existing invoice using ID

Fetch bill by reference

Fetches the details of an existing bill using reference number

Fetch invoice payment by reference

Fetches the details of an invoice payment using reference number

Fetch product by ID

Fetches the details of an existing product using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch sales receipt by ID

Fetches the details of an existing sales receipt using ID

Fetch vendor by email address

Fetches the details of an existing vendor using email address

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 Qoyod?

Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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