Integrate Tookan with PipelineDeals

Send information between Tookan and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Set up a new deal in PipelineDeals for every new order placed through Tookan

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  2. Zoho Flow creates a new deal in PipelineDeals.
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Set up a new deal in PipelineDeals for every new order placed through Tookan

Tookan + PipelineDeals

Build your own integrations between Tookan and PipelineDeals

Connect Tookan and PipelineDeals 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 Tookan and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when the details of an existing task are updated

Order created

Triggers when a new order is created

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 appointment task

Creates a new appointment task

Create merchant

Creates a new merchant

Create pickup task

Creates a new pickup task

Create agent

Creates a new agent

Create customer

Creates a new customer

Create delivery task

Creates a new delivery task

Create pickup and delivery task

Creates a new pickup and delivery task

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

What is Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

Shipping Signature

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

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Technical Engineer, Master Liveaboards

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