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Integrate Onpipeline with Zoho Invoice
Send information between Onpipeline and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Zoho Invoice for the latest closed deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Zoho Invoice whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Zoho Invoice.
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Create an invoice in Zoho Invoice for the latest closed deals in Onpipeline
Onpipeline + Zoho Invoice
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Build your own integrations between Onpipeline and Zoho Invoice
Connect Onpipeline and Zoho Invoice with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when the details of an existing deal are updated
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Deal updated as won
Triggers when the status of a deal is updated as won
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Deal updated as lost
Triggers when the status of a deal is updated as lost
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Deal updated as open
Triggers when the status of a deal is updated as open
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Deal created
Triggers when a new deal is created
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Person added
Triggers when a new contact person is added
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Note added
Triggers when a new note is added
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Organization created
Triggers when a new organization is created
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Event created
Triggers when a new calendar event is created
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Deal updated as deleted
Triggers when the status of a deal is updated as deleted
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Event updated
Triggers when a calendar event is updated
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Estimate created
Triggers when a new estimate is created in the selected organization
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Estimate updated
Triggers when any detail of an existing estimate is updated
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Invoice created
Triggers when a new invoice is created
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Timesheet created
Triggers when a new timesheet is created
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Payment updated
Triggers when any detail of an existing payment is updated
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Contact created
Triggers when a new contact is created
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Project updated
Triggers when any detail of an existing project is updated
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Contact updated
Triggers when any detail of an existing contact is updated
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Credit note created
Triggers when a new credit note is created
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Payment received
Triggers when a new payment is received
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Credit note updated
Triggers when the details of an existing credit note are updated
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Recurring expense created
Triggers when a new recurring expense is created
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Project created
Triggers when a new project is created
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Item created
Triggers when a new item is created in the selected organization
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Item updated
Triggers when any detail of an existing item is updated
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Contact person created
Triggers when a new contact person is created for an existing contact
All Actions - Actions are the automated tasks
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Add organization
Adds a new organization
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Create deal
Creates a new deal
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Add lead
Creates a new lead
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Add widget
Adds a new widget
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Add note
Adds a new note
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Add action menu
Adds a new action menu
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Add person
Adds a new contact person
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Update person
Updates the details of an existing contact person
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Update deal
Updates the details of an existing deal
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Undelete deal
Restores a deleted deal and set the status to open
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Update organization
Updates the details of an existing organization
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Fetch event
Fetches the details of an existing event by ID
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Fetch person
Fetches the details of an existing person by full name
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Fetch organization
Fetches the details of an existing organisation by name
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Remove action menu
Removes an existing action menu using link ID
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Remove widget
Removes an existing widget using link ID
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Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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Create timesheet
Creates a new timesheet entry
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Create recurring expense
Creates a new recurring expense
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Create retainer invoice
Creates a new retainer invoice
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Create item
Creates a new item
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Create contact
Creates a new contact
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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Send estimate
Sends an existing estimate to the specified recipients
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Create recurring invoice
Creates a new recurring invoice
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Create estimate
Creates a new estimate
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Add address for customer
Adds address details for an existing customer
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Record payment
Records a payment for an existing invoice
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Send invoice
Sends an existing invoice to the specified recipients
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Request payment information
Sends a payment information request to the specified email address
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Stop timer
Stops the timer that is currently running
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Create invoice
Creates a new invoice
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Start timer
Starts timer for the selected task
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Create task
Creates a new task in the specified project
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Create project
Creates a new project
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Create contact person
Creates a new contact person for the selected contact
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Update payment link
Updates the details of an existing payment link
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Update contact
Updates the details of an existing contact
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Update contact person
Updates the details of an existing contact person
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Update project
Updates the details of an existing project
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Update task
Updates the details of an existing task
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Update timesheet
Updates the details of an existing timesheet
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Update invoice status
Updates the status of an existing invoice
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Create payment link
Creates a payment link
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Update estimate
Updates the details of an existing estimate
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Update invoice
Updates the details of an existing invoice
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Update item
Updates the details of an existing item
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Fetch estimate
Fetches the details of an existing invoice
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Fetch task
Fetches the details of an existing task by ID
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch item by name
Fetches the details of an existing item by name
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Fetch payment
Fetches the details of an existing payment
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch item by ID
Fetches the details of an existing item by ID
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch project
Fetches the details of an existing project by ID
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch user
Fetches the details of an existing user by ID, name, or 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.
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What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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