Integrate Pipedrive with LessAccounting

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

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Create an invoice in LessAccounting for recently won deals in Pipedrive

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting 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 adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for recently won deals in Pipedrive

Pipedrive + LessAccounting

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Supported triggers and actions

Integrate Pipedrive and LessAccounting 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 created

Triggers when a new invoice is added

Expense created

Triggers when a new expense is added

Payment created

Triggers when a new payment is created

Business created

Triggers when you add a new business

Contact created

Triggers when you add a new contact

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 invoice

Adds a new invoice

Create contact

Adds a new contact

Create expense

Adds a new expense

Add line item

Adds a new line item in the specified proposal or invoice

Update contact

Updates the details of an existing contact

Fetch expense

Fetches the details of an existing expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing contact

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 LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

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