Integrate Pipedrive with Ronin

Send information between Pipedrive and Ronin automatically, without writing any code, using Zoho Flow.

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Create an invoice in Ronin for the latest closed deals in Pipedrive

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Ronin each time a deal is won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Ronin.
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Create an invoice in Ronin for the latest closed deals in Pipedrive

Pipedrive + Ronin

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Supported triggers and actions

Integrate Pipedrive and Ronin using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity updated

Triggers when any detail of an existing activity is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Expense created

Triggers when a new expense is created

Task added

Triggers when a new task is added

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

Client created

Triggers when a new client is created

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Payment created

Triggers when a new payment is added

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create lead

Creates a new lead

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Create expense

Creates a new expense

Create contact

Creates a new contact

Create client

Creates a new client

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create task

Creates a new task

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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