Integrate Onpipeline with QuickFile
Send information between Onpipeline and QuickFile automatically, without writing any code, using Zoho Flow.
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Generate an invoice in QuickFile for newly closed deals in Onpipeline
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in QuickFile whenever 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 QuickFile.
Generate an invoice in QuickFile for newly closed deals in Onpipeline
Onpipeline + QuickFile
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Supported triggers and actions
Integrate Onpipeline and QuickFile 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
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 bank entry
Creates a new bank entry
Add client
Adds a new client
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Fetch item
Fetches the details of an existing item by name
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
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CEO, Lakeside CNC Group
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Head of Operations, AAA Band Rentals
