Integrate PipelineDeals with InvoiceXpress
Send information between PipelineDeals and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in InvoiceXpress for a new deal created in your PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your PipelineDeals
PipelineDeals + InvoiceXpress
Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in InvoiceXpress 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for the latest closed deals in PipelineDeals
PipelineDeals + InvoiceXpress
Build your own integrations between PipelineDeals and InvoiceXpress
Connect PipelineDeals and InvoiceXpress 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 InvoiceXpress 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
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is added
Item added
Triggers when a new item is added
Purchase order added
Triggers when a new purchase order is added
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 purchase order
Creates a new purchase order
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create client
Creates a new client
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 InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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