Integrate Onpipeline with sevDesk
Send information between Onpipeline and sevDesk automatically, without writing any code, using Zoho Flow.
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Create an invoice in sevDesk for recently won deals in Onpipeline
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in sevDesk each time a deal is won 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 sevDesk.
Create an invoice in sevDesk for recently won deals in Onpipeline
Onpipeline + sevDesk
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Supported triggers and actions
Integrate Onpipeline and sevDesk 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 added
Triggers when a new contact (person /company ) is added
Task created
Triggers when a new task is created
Invoice created
Triggers when a new invoice is created
Order received
Triggers when a new invoice is received
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 contact
Creates a new contact
Create task
Creates a new task
Create contact address
Creates a new contact address
Create order
Creates a new order
Create voucher
Creates a new voucher
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch category by ID
Fetches the details of an existing category by ID
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch country by name
Fetches a country by name
Fetch country by ID
Fetches a country 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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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