Integrate Pipedrive with Invoice Ninja

Send information between Pipedrive and Invoice Ninja automatically, without writing any code, using Zoho Flow.

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Create an invoice in Invoice Ninja for recently won deals in Pipedrive

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Invoice Ninja whenever a deal is closed in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Invoice Ninja.
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Create an invoice in Invoice Ninja for recently won deals in Pipedrive

Pipedrive + Invoice Ninja

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Supported triggers and actions

Integrate Pipedrive and Invoice Ninja using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Invoice added

Trigger when a new invoice is added

Payment added

Trigger when a new payment is added

Client added

Trigger when a new client is added

Quote added

Trigger when a new quote is added

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create lead

Creates a new lead

Create activity

Creates a new activity

Create organization

Creates a new organization

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of an existing user activity

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Create task

Creates a new task

Create expense

Creates a new expense

Create client

Creates a new client

Create invoice

Creates a new invoice

Create payment

Creates a new payment

Create product

Creates a new product

Send invoice

Sends an existing invoice to a client via email

Fetch expense category by name

Fetches an existing expense category by name

Fetch client by name

Fetches the details of an existing client record by name

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch expense category by ID

Fetches an existing expense category by ID

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch client by ID

Fetches the details of an existing client record by ID

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch product by key

Fetches the details of an existing product by key

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Invoice Ninja?

Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.

Proposals & Invoices

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

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Sales Director, Artico

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Rahul Roushan

CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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