Integrate PipelineDeals with Alegra
Send information between PipelineDeals and Alegra automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Alegra when a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in PipelineDeals
PipelineDeals + Alegra
Create an invoice in Alegra for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Alegra each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for newly acquired deals in PipelineDeals
PipelineDeals + Alegra
Build your own integrations between PipelineDeals and Alegra
Connect PipelineDeals and Alegra 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 PipelineDeals and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact 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 deal
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create contact
Creates a new contact
Send invoice
Sends an invoice through email
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches the details of an existing contact
Send estimate
Sends an estimate through email
Create item
Creates a new item
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
