Integrate PipelineDeals with Hiveage
Send information between PipelineDeals and Hiveage automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Hiveage for newly closed deals in PipelineDeals
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Hiveage each time 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 Hiveage.
Generate an invoice in Hiveage for newly closed deals in PipelineDeals
PipelineDeals + Hiveage
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Supported triggers and actions
Integrate PipelineDeals and Hiveage 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
New item
Triggers when a new item is created
New invoice
Triggers when a new invoice is created
New contact
Triggers when a new contact is created
New expense entry
Triggers when a new expense entry is created
New estimate
Triggers when a new estimate is created
New connection
Triggers when a new connection 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 expense entry
Creates a new expense entry
Create contact
Creates a new contact
Create item
Creates a new item
Create estimate
Creates a new estimate
Create connection
Creates a new connection
Create invoice
Creates a new invoice
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 Hiveage?
Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.
Similar apps
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