Integrate PipelineDeals with QuickFile
Send information between PipelineDeals and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for the latest closed 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 QuickFile 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 QuickFile.
Create an invoice in QuickFile for the latest closed deals in PipelineDeals
PipelineDeals + QuickFile
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Supported triggers and actions
Integrate PipelineDeals and QuickFile 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
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
Fetch client
Fetches the details of an existing client by company name
Create invoice
Creates a new invoice
Add client
Adds a new client
Create bank entry
Creates a new bank entry
Fetch item
Fetches the details of an existing item by name
What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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