Integrate PipelineDeals with Upflow
Send information between PipelineDeals and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow for newly acquired deals in PipelineDeals
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Upflow 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 Upflow.
Create an invoice in Upflow for newly acquired deals in PipelineDeals
PipelineDeals + Upflow
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Supported triggers and actions
Integrate PipelineDeals and Upflow 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
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice 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 customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
Similar apps
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CEO, Lakeside CNC Group
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