Integrate PipelineDeals with Hiveage
Send information between PipelineDeals and Hiveage automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Hiveage for newly closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Hiveage each time 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 Hiveage.
Generate an invoice in Hiveage for newly closed deals in PipelineDeals
PipelineDeals + Hiveage
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Supported triggers and actions
Integrate PipelineDeals and Hiveage 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
New estimate
Triggers when a new estimate is created
New connection
Triggers when a new connection is created
New expense entry
Triggers when a new expense entry is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
New invoice
Triggers when a new invoice 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 invoice
Creates a new invoice
Create expense entry
Creates a new expense entry
Create estimate
Creates a new estimate
Create connection
Creates a new connection
Create contact
Creates a new contact
Create item
Creates a new 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 Hiveage?
Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
