Integrate Pipedrive with Upflow
Send information between Pipedrive and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow for the latest closed deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Upflow 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 Upflow.
Create an invoice in Upflow for the latest closed deals in Pipedrive
Pipedrive + Upflow
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Supported triggers and actions
Integrate Pipedrive and Upflow 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
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
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 payment
Creates a payment entry
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Update customer
Updates the details of an existing customer
What is Pipedrive?
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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