

Integrate PipelineDeals with QuickFile
Send information between PipelineDeals and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


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

Build your own integrations between PipelineDeals and QuickFile
Connect PipelineDeals and QuickFile 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 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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >