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
Build your own integrations between PipelineDeals and Flowlu
Connect PipelineDeals and Flowlu 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 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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
