Integrate OnePageCRM with Invoiced

Send information between OnePageCRM and Invoiced automatically, without writing any code, using Zoho Flow.

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Create an invoice in Invoiced for recently won deals in OnePageCRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Invoiced whenever a deal is closed in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new invoice in Invoiced.
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Create an invoice in Invoiced for recently won deals in OnePageCRM

OnePageCRM + Invoiced

Build your own integrations between OnePageCRM and Invoiced

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Supported triggers and actions

Integrate OnePageCRM and Invoiced using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New customer

Triggers when a new customer is created

New subscription

Triggers when a new subscription is created

Invoice paid

Triggers when an invoice is paid in full

Subscription canceled

Triggers when a subscription is canceled

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Fetch customer

Fetches an existing customer by the selected filter

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

Accounting

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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Director, Perth Security Services

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Head of Operations, AAA Band Rentals

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