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Integrate PipelineDeals with LessAccounting
Send information between PipelineDeals and LessAccounting automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create an invoice in LessAccounting for the latest closed deals in PipelineDeals
PipelineDeals + LessAccounting
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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
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New deal
Triggers when a new deal is created
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Invoice created
Triggers when a new invoice is added
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Expense created
Triggers when a new expense is added
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Payment created
Triggers when a new payment is created
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Business created
Triggers when you add a new business
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Contact created
Triggers when you add a new contact
All Actions - Actions are the automated tasks
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Add person
Adds a new person
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Create activity
Creates a new activity associated with an existing person, company, or deal
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Create deal
Creates a new deal
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Create task
Creates a new calendar task
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Create invoice
Adds a new invoice
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Create contact
Adds a new contact
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Create expense
Adds a new expense
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Add line item
Adds a new line item in the specified proposal or invoice
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Update contact
Updates the details of an existing contact
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Fetch expense
Fetches the details of an existing expense
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Fetch payment
Fetches the details of an existing payment
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Fetch invoice
Fetches the details of an existing invoice
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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.
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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.
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