Integrate PipelineDeals with QuickBooks
Send information between PipelineDeals and QuickBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in QuickBooks for every new deal created in your PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks 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 QuickBooks.
Create an estimate in QuickBooks for every new deal created in your PipelineDeals
PipelineDeals + QuickBooks
Create an invoice in QuickBooks for recently won 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 QuickBooks 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 QuickBooks.
Create an invoice in QuickBooks for recently won deals in PipelineDeals
PipelineDeals + QuickBooks
Create a new deal in PipelineDeals for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for every new order created in QuickBooks
QuickBooks + PipelineDeals
Build your own integrations between PipelineDeals and QuickBooks
Connect PipelineDeals and QuickBooks 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 QuickBooks 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
Account created
Triggers when a new account is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when the details of an existing invoice are updated
Account updated
Triggers when an account is updated
Sales receipt created
Triggers when a new sales receipt is created
Purchase order created
Triggers when a new purchase order is created
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Service item created
Triggers when a new service item is created
Vendor created
Triggers when a new vendor is created
Customer created
Triggers when a new customer is created
Non-inventory item created
Triggers when a non-inventory item is created
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Bill created
Triggers when a bill is created
Deposit added
Triggers when a new deposit is added
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
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 bill - Item based
Creates a new item-based bill
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create payment record
Creates a new payment record
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Update customer
Updates the details of an existing customer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send invoice
Sends an invoice to the specified email address
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
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 QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
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