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
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for the latest closed deals in PipelineDeals

PipelineDeals + LessAccounting

Build your own integrations between PipelineDeals and LessAccounting

Connect PipelineDeals and LessAccounting with over 850+ 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 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.

CRM

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.

Accounting

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