Integrate OnePageCRM with sevDesk
Send information between OnePageCRM and sevDesk automatically, without writing any code, using Zoho Flow.
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Generate an invoice in sevDesk for newly closed deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in sevDesk whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in sevDesk.
Generate an invoice in sevDesk for newly closed deals in OnePageCRM
OnePageCRM + sevDesk
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Supported triggers and actions
Integrate OnePageCRM and sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
Contact added
Triggers when a new contact (person /company ) is added
Task created
Triggers when a new task is created
Invoice created
Triggers when a new invoice is created
Order received
Triggers when a new invoice is received
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create task
Creates a new task
Create contact address
Creates a new contact address
Create order
Creates a new order
Create voucher
Creates a new voucher
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch category by ID
Fetches the details of an existing category by ID
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch country by name
Fetches a country by name
Fetch country by ID
Fetches a country by ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
Similar apps
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Logic
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Custom functions
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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
