

Integrate PipelineDeals with Alegra
Send information between PipelineDeals and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create an estimate in your Alegra when a new deal is created in PipelineDeals
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in Alegra.


Create an estimate in your Alegra when a new deal is created in PipelineDeals
PipelineDeals + Alegra


Create an invoice in Alegra for newly acquired deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Alegra each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Alegra.


Create an invoice in Alegra for newly acquired deals in PipelineDeals
PipelineDeals + Alegra

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Supported triggers and actions
Integrate PipelineDeals and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Updated deal stage
Triggers when a deal is moved from one stage to another

New deal
Triggers when a new deal is created

Updated deal status
Triggers when the status of an existing deal is updated

New person, lead, or contact
Triggers when a new person, lead, or contact is created

Estimate created
Triggers when a new estimate is created

Payment recorded
Triggers when a new payment is recorded

Contact created
Triggers when a new contact is created

Invoice created
Triggers when a new invoice is created

Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks

Add person
Adds a new person

Create deal
Creates a new deal

Create task
Creates a new calendar task

Create activity
Creates a new activity associated with an existing person, company, or deal

Create contact
Creates a new contact

Create item
Creates a new item

Create estimate
Creates a new estimate

Send estimate
Sends an estimate through email

Fetch contact
Fetches the details of an existing contact

Create invoice
Creates a new invoice

Send invoice
Sends an invoice through email

Fetch item
Fetches the details of an existing item
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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