Integrate PipelineDeals with Ronin
Send information between PipelineDeals and Ronin automatically, without writing any code, using Zoho Flow.
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Create an invoice in Ronin for newly acquired deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Ronin for every finalised deal 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 Ronin.
Create an invoice in Ronin for newly acquired deals in PipelineDeals
PipelineDeals + Ronin
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Supported triggers and actions
Integrate PipelineDeals and Ronin 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
Payment created
Triggers when a new payment is added
Contact created
Triggers when a new contact is created
Task added
Triggers when a new task is added
Client created
Triggers when a new client is created
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense 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
Create client
Creates a new client
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Create task
Creates a new task
What is Ronin?
Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.
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Custom functions
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
