Integrate Onpipeline with Invoice Ninja
Send information between Onpipeline and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoice Ninja for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Invoice Ninja for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in Onpipeline
Onpipeline + Invoice Ninja
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Supported triggers and actions
Integrate Onpipeline and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated
Triggers when an existing deal is updated
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Send invoice
Sends an existing invoice to a client via email
Create task
Creates a new task
Create expense
Creates a new expense
Create client
Creates a new client
Create invoice
Creates a new invoice
Create payment
Creates a new payment
Create product
Creates a new product
Fetch client by name
Fetches the details of an existing client record by name
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch expense category by name
Fetches an existing expense category by name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch vendor by ID
Fetches the details of an existing vendor by ID
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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Learn more >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 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
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
