Integrate PipelineDeals with Flowlu

Send information between PipelineDeals and Flowlu automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. 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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Supported triggers and actions

Integrate PipelineDeals and Flowlu 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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Issue created

Triggers when a new issue is created

Sales opportunity created

Triggers when a new sales opportunity is created

Invoice paid

Triggers when an invoice payment is made

Account created

Triggers when a new account 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

Create task

Creates a new task

Create invoice

Creates a new invoice

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create project

Creates a new project

Update account

Updates the details of an existing account

Update task

Updates the details of an existing task

Update sales opportunity

Updates the details of an existing sales opportunity

Update project

Updates the details of an existing project

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch task

Fetches the details of an existing task by task ID

Fetch account

Fetches the details of an existing account by account ID

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.

CRM

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.

Accounting CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and 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.

Julien Granjean

CEO, iDAYit

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

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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