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Integrate Pipedrive with QuickFile
Send information between Pipedrive and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an invoice in QuickFile for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in QuickFile each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in QuickFile.
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Generate an invoice in QuickFile for newly closed deals in Pipedrive
Pipedrive + QuickFile
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Build your own integrations between Pipedrive and QuickFile
Connect Pipedrive and QuickFile with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Activity updated
Triggers when any detail of an existing activity is updated
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Organization created
Triggers when a new organization is created
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Deal created
Triggers when a new deal is created
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Deal updated
Triggers when any detail of an existing deal is updated
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Activity created
Triggers when a new activity is created
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Note added
Triggers when a new note is added
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Pipeline created
Triggers when a new pipeline is created
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Pipeline stage created
Triggers when a new pipeline stage is created
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Contact person created
Triggers when a new contact person is created
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Note updated
Triggers when an existing note is updated
All Actions - Actions are the automated tasks
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Update deal
Updates the details of an existing deal
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Create contact person
Creates a new contact person for the selected organization
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Create deal
Creates a new deal
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Create product
Creates a new product
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Create lead
Creates a new lead
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Create organization
Creates a new organization
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Create activity
Creates a new activity
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update contact person
Updates the details of an existing contact person
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Update organization
Updates the details of an existing organization
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Update activity
Updates the details of an existing activity
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Update notes
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update product
Updates the details of an existing product
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Fetch organization by name
Fetches the details of an existing organization by name
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch activity
Fetches the details of an existing user activity
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Fetch product by name
Fetches the details of an existing product by name
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch person by ID
Fetches the details of an existing person record by ID
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch user by name
Fetches the details of an existing user by name
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch person by name
Fetches the details of an existing person record by name
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Create bank entry
Creates a new bank entry
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Add client
Adds a new client
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Create invoice
Creates a new invoice
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Fetch client
Fetches the details of an existing client by company name
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Fetch item
Fetches the details of an existing item by name
What is Pipedrive?
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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