Integrate Zoho Inventory with PipelineDeals

Send information between Zoho Inventory and PipelineDeals automatically, without writing any code, using Zoho Flow.

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Create a new deal in PipelineDeals for each new order placed in Zoho Inventory

Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in PipelineDeals whenever a new order is created in Zoho Inventory.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  2. Zoho Flow creates a new deal in PipelineDeals.
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Create a new deal in PipelineDeals for each new order placed in Zoho Inventory

Zoho Inventory + PipelineDeals

Build your own integrations between Zoho Inventory and PipelineDeals

Connect Zoho Inventory and PipelineDeals 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 Zoho Inventory and PipelineDeals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Package updated

Triggers when the details of an existing package are updated

Bundle created

Triggers when a new bundle is created

Transfer order created

Triggers when a new transfer order is created

Credit note updated

Triggers when the details of an existing credit note are updated

Bill created

Triggers when a new bill is created

Item created

Triggers when a new item is created

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Custom module entry created

Triggers when a new custom module entry is created

Sales order created

Triggers when a new sales order is created

Customer created

Triggers when a new customer is created

Customer payment received

Triggers when a new payment is made by a customer

Custom module entry updated

Triggers when the details of an existing module entry are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Item group created

Triggers when a new item group is created

Customer updated

Triggers when the details of an existing customer are updated

Vendor payment received

Triggers when a vendor payment is made

Invoice created

Triggers when a new invoice is created

Bill updated

Triggers when the details of an existing bill are updated

Sales return made

Triggers when a new sales return is made

Purchase order created

Triggers when a new purchase order is created

Item updated

Triggers when the details of an existing item are updated

Transfer order updated

Triggers when the details of an existing transfer order are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Vendor created

Triggers when a new vendor is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Sales order updated

Triggers when the details of an existing sales order are updated

Credit note created

Triggers when a new credit note is created

Task created

Triggers when a new task is created

Package created

Triggers when a new package is created

Purchase receive created

Triggers when a new purchase receive is created

Shipment created

Triggers when a new shipment is created

Shipment updated

Triggers when the details of an existing shipment are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Category created

Triggers when a new category is created

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

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create custom module entry

Creates a new custom module entry

Create retainer invoice

Creates a new retainer invoice

Create shipment order

Creates a new shipment order

Create bill

Creates a new bill

Create bundle

Creates a new bundle

Add address

Adds a new address

Create invoice

Creates a new invoice

Send purchase order

Sends a purchase order to the specified email addresses

Add comment

Adds a new comment to an existing module

Create sales order

Creates a new sales order

Mark shipment as delivered

Marks the specified shipment as delivered

Create vendor

Creates a new vendor

Create category

Creates a new category

Create package

Creates a new package

Create inventory adjustment

Creates a new inventory adjustment

Create sales return

Creates a new sales return

Create purchase order

Creates a new purchase order

Record vendor payment

Records the details of a vendor payment

Create transfer order

Creates a new transfer order

Create contact person

Creates a new contact person

Create item

Creates a new item

Create credit note

Creates a new credit note

Create purchase receive

Creates a new purchase receive

Record customer payment

Records the details of a customer payment

Create warehouse

Creates a new warehouse

Send credit note

Sends a credit note to the specified email addresses

Update sales order status

Updates the status of an existing sales order

Update purchase order status

Updates the status of an existing purchase order

Update item

Updates the details of an existing item

Update bill

Updates the details of an existing bill

Update vendor

Updates the details of an existing vendor

Update sales order

Updates the details of an existing sales order

Mark transfer order as received

Marks the specified transfer order as received

Update item status

Updates the status of an existing item

Update purchase order

Updates the details of an existing purchase order

Update credit note status

Updates the status of an existing credit note

Send invoice

Sends an invoice to the specified email addresses

Update credit note

Updates the details of an existing credit note

Send sales order

Sends a sales order to the specified email addresses

Update invoice status

Updates the status of an existing invoice

Update contact person

Updates the details of an existing contact person

Update retainer invoice

Updates the details of an existing retainer invoice

Update address

Updates the details of an existing address

Update bill status

Updates the status of an existing bill

Update category

Updates the details of an existing category

Update warehouse

Updates the details of an existing warehouse

Update customer

Updates the details of an existing customer

Update custom module entry

Updates the details of a existing custom module entry

Update invoice

Updates the details of an existing invoice

Fetch user

Fetches the details of an existing user

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch shipment

Fetches the details of an existing shipment

Fetch bill

Fetches the details of an existing bill

Fetch sales return

Fetches the details of an existing sales return

Fetch task

Fetches the details of an existing task

Fetch contact person

Fetches the details of an existing contact person

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch package

Fetches the details of an existing package

Fetch vendor

Fetches the details of an existing vendor

Fetch warehouse

Fetches the details of an existing warehouse

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch invoice

Fetches the details of an existing invoice

Fetch transfer order

Fetches the details of an existing transfer order

Fetch item

Fetches the details of an existing item

Fetch item group

Fetches the details of an existing item group

Fetch credit note

Fetches the details of an existing credit note

Fetch purchase order

Fetches the details of an existing purchase order

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch sales order

Fetches the details of an existing sales order

Fetch customer

Fetches the details of an existing customer

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

What is Zoho Inventory?

Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.

Inventory Management Zoho

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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