Integrate Onpipeline with Quaderno
Send information between Onpipeline and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Quaderno for recently won deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Quaderno 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 Quaderno.
Create an invoice in Quaderno for recently won deals in Onpipeline
Onpipeline + Quaderno
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Supported triggers and actions
Integrate Onpipeline and Quaderno 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 contact
Triggers when a new contact is created
New invoice
Triggers when a new invoice is created
Abandoned checkout
Triggers when a checkout is abandoned
New refund
Triggers when a credit note is created
Successful checkout
Triggers when a checkout is successful
Failed checkout
Triggers when a checkout fails because of insufficient funds
New sale
Triggers when a new sales invoice or receipt is created
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 invoice
Creates a new invoice
Create invoice or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Create expense
Creates a new expense
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
