

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


Create an invoice in Flowlu for newly acquired deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Flowlu whenever a deal is closed 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 Flowlu.


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

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Supported triggers and actions
Integrate PipelineDeals and Flowlu 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

Account created
Triggers when a new account is created

Issue created
Triggers when a new issue is created

Sales opportunity created
Triggers when a new sales opportunity is created

Task created
Triggers when a new task is created

Project created
Triggers when a new project is created

Invoice paid
Triggers when an invoice payment is made
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 account
Creates a new account

Create task
Creates a new task

Create sales opportunity
Creates a new sales opportunity

Create project
Creates a new project

Create invoice
Creates a new invoice

Update sales opportunity
Updates the details of an existing sales opportunity

Update project
Updates the details of an existing project

Update account
Updates the details of an existing account

Update task
Updates the details of an existing task

Fetch account
Fetches the details of an existing account by account ID

Fetch project
Fetches the details of an existing project by project ID

Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID

Fetch task
Fetches the details of an existing task by task ID
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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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