Integrate Pipedrive with sevDesk
Send information between Pipedrive and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk for newly acquired deals in Pipedrive
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk 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 creates a new invoice in sevDesk.
Create an invoice in sevDesk for newly acquired deals in Pipedrive
Pipedrive + sevDesk
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Supported triggers and actions
Integrate Pipedrive and sevDesk 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
Task created
Triggers when a new task is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Invoice created
Triggers when a new invoice is created
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 voucher
Creates a new voucher
Create order
Creates a new order
Create contact address
Creates a new contact address
Create task
Creates a new task
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch country by ID
Fetches a country by ID
Fetch country by name
Fetches a country by name
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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Logic
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Learn more >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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
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