Integrate PipelineDeals with Alegra
Send information between PipelineDeals and Alegra automatically, without writing any code, using Zoho Flow.
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Create an estimate in your Alegra when a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in PipelineDeals
PipelineDeals + Alegra
Create an invoice in Alegra for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Alegra each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for newly acquired deals in PipelineDeals
PipelineDeals + Alegra
Build your own integrations between PipelineDeals and Alegra
Connect PipelineDeals and Alegra with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PipelineDeals and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Create task
Creates a new calendar task
Send estimate
Sends an estimate through email
Create estimate
Creates a new estimate
Create item
Creates a new item
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Fetch contact
Fetches the details of an existing contact
Send invoice
Sends an invoice through email
Fetch item
Fetches the details of an existing item
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
