Integrate PipelineDeals with sevDesk
Send information between PipelineDeals and sevDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in sevDesk for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk whenever a deal is closed 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 sevDesk.
Create an invoice in sevDesk for the latest closed deals in PipelineDeals
PipelineDeals + sevDesk
Build your own integrations between PipelineDeals and sevDesk
Connect PipelineDeals and sevDesk with over 750+ 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 sevDesk 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
Invoice created
Triggers when a new invoice is created
Order received
Triggers when a new invoice is received
Contact added
Triggers when a new contact (person /company ) is added
Task created
Triggers when a new task 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 task
Creates a new task
Create invoice
Creates a new invoice
Create voucher
Creates a new voucher
Create contact address
Creates a new contact address
Create order
Creates a new order
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch category by ID
Fetches the details of an existing category by ID
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch country by ID
Fetches a country by ID
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch country by name
Fetches a country by name
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
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
