Integrate PipelineDeals with Invoiced
Send information between PipelineDeals and Invoiced automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Invoiced for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Invoiced 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 Invoiced.
Create an invoice in Invoiced for recently won deals in PipelineDeals
PipelineDeals + Invoiced
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Supported triggers and actions
Integrate PipelineDeals and Invoiced 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 invoice
Triggers when a new invoice is created
New customer
Triggers when a new customer is created
New subscription
Triggers when a new subscription is created
Invoice paid
Triggers when an invoice is paid in full
Subscription canceled
Triggers when a subscription is canceled
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 customer
Creates a new customer
Create invoice
Creates a new invoice
Fetch customer
Fetches an existing customer by the selected filter
What is Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
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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 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
