Integrate PipelineDeals with Quaderno
Send information between PipelineDeals and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Quaderno for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Quaderno 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 creates a new invoice in Quaderno.
Create an invoice in Quaderno for recently won deals in PipelineDeals
PipelineDeals + Quaderno
Build your own integrations between PipelineDeals and Quaderno
Connect PipelineDeals and Quaderno 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 Quaderno 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
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
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 or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
