Integrate Onpipeline with Invoiced
Send information between Onpipeline and Invoiced automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Invoiced for newly closed deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Invoiced each time a deal is closed 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 Invoiced.
Generate an invoice in Invoiced for newly closed deals in Onpipeline
Onpipeline + Invoiced
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Supported triggers and actions
Integrate Onpipeline and Invoiced 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
New customer
Triggers when a new customer is created
New subscription
Triggers when a new subscription is created
New invoice
Triggers when a new invoice is created
Invoice paid
Triggers when an invoice is paid in full
Subscription canceled
Triggers when a subscription is canceled
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
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Fetch customer
Fetches an existing customer by the selected filter
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.
Similar apps
What is Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
Similar apps
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Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
