Integrate PipelineDeals with LessAccounting
Send information between PipelineDeals and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for the latest closed deals in PipelineDeals
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting 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 adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for the latest closed deals in PipelineDeals
PipelineDeals + LessAccounting
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Supported triggers and actions
Integrate PipelineDeals and LessAccounting 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
Invoice created
Triggers when a new invoice is added
Expense created
Triggers when a new expense is added
Payment created
Triggers when a new payment is created
Business created
Triggers when you add a new business
Contact created
Triggers when you add a new contact
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
Adds a new invoice
Create contact
Adds a new contact
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Update contact
Updates the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
Similar apps
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