Integrate Onpipeline with Saasu

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Generate an invoice in Saasu for newly closed deals in Onpipeline

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Saasu each time a deal is won in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice with item layout and inventory items in Saasu.
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Generate an invoice in Saasu for newly closed deals in Onpipeline

Onpipeline + Saasu

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Supported triggers and actions

Integrate Onpipeline and Saasu 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

Contact updated

Triggers when the details of an existing contact are updated

New item

Triggers when a new item is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New company

Triggers when a new company is created

New purchase order

Triggers when a new purchase order is created

New activity

Triggers when a new activity 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 contact

Creates a new contact

Create account

Creates a new account

Create item

Creates a new item

Create journal

Creates a new journal

Create inventory adjustment

Creates a new inventory adjustmemt

Create company

Creates a new company

Create service invoice

Creates a new invoice with service layout

Create activity

Creates a new activity

Create item invoice

Creates a new invoice with item layout and inventory items

Fetch contact

Fetches details of the selected contact

Update journal

Updates the details of an existing journal

Update activity

Updates the details of an existing activity

Update account

Updates the details of an existing account

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update company

Updates the details of an existing company

Update contact

Updates details of the selected contact

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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.

CRM

What is Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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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.

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Toto

Technical Engineer, Master Liveaboards

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