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Integrate PipelineDeals with Flowlu
Send information between PipelineDeals and Flowlu automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Flowlu for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Flowlu whenever a deal is closed 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 Flowlu.
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Create an invoice in Flowlu for newly acquired deals in PipelineDeals
PipelineDeals + Flowlu
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Build your own integrations between PipelineDeals and Flowlu
Connect PipelineDeals and Flowlu with over 850+ 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 Flowlu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New deal
Triggers when a new deal is created
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Task created
Triggers when a new task is created
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Project created
Triggers when a new project is created
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Issue created
Triggers when a new issue is created
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Sales opportunity created
Triggers when a new sales opportunity is created
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Invoice paid
Triggers when an invoice payment is made
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Account created
Triggers when a new account is created
All Actions - Actions are the automated tasks
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Add person
Adds a new person
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create deal
Creates a new deal
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Create task
Creates a new calendar task
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Create task
Creates a new task
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Create invoice
Creates a new invoice
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Create account
Creates a new account
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Create sales opportunity
Creates a new sales opportunity
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Create project
Creates a new project
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Update account
Updates the details of an existing account
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Update task
Updates the details of an existing task
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Update sales opportunity
Updates the details of an existing sales opportunity
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Update project
Updates the details of an existing project
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Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
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Fetch task
Fetches the details of an existing task by task ID
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Fetch account
Fetches the details of an existing account by account ID
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Fetch project
Fetches the details of an existing project by project ID
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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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