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
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow adds a new invoice in LessAccounting.
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.
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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.
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