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Integrate PipelineDeals with sevDesk
Send information between PipelineDeals and sevDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in sevDesk for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in sevDesk 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 sevDesk.
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Create an invoice in sevDesk for the latest closed deals in PipelineDeals
PipelineDeals + sevDesk
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Build your own integrations between PipelineDeals and sevDesk
Connect PipelineDeals and sevDesk 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 sevDesk 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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Task created
Triggers when a new task is created
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Contact added
Triggers when a new contact (person /company ) is added
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Order received
Triggers when a new invoice is received
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Invoice created
Triggers when a new invoice is created
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 voucher
Creates a new voucher
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Create order
Creates a new order
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Create contact address
Creates a new contact address
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create invoice
Creates a new invoice
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Fetch sevuser by email
Fetches the details of an existing sevuser by email address
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Fetch cost centre by name
Fetches the details of an existing cost centre by name
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Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
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Fetch contact by search term
Fetches the details of an existing contact by the specified search term
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Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
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Fetch category by ID
Fetches the details of an existing category by ID
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Fetch category by name
Fetches the details of an existing category by name
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch part by search term
Fetches the details of an existing part or product by the specified search term
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Fetch country by ID
Fetches a country by ID
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Fetch country by name
Fetches a country by name
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Fetch order by search term
Fetches the details of an order by the specified search term
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Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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