Integrate PipelineDeals with MYOB AccountRight Live
Send information between PipelineDeals and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Generate an invoice in MYOB AccountRight Live for newly closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in MYOB AccountRight Live 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 MYOB AccountRight Live.
Generate an invoice in MYOB AccountRight Live for newly closed deals in PipelineDeals
PipelineDeals + MYOB AccountRight Live
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Supported triggers and actions
Integrate PipelineDeals and MYOB AccountRight Live 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 sale
Triggers when a new sale is recorded
New invoice
Triggers when a new invoice is generated
New bill
Triggers when a new bill is created
New customer
Triggers when a new customer is created
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier 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 supplier
Creates a new supplier
Create timesheet entry
Creates a new timesheet entry for an employee
Create bill
Creates a bill for the specified supplier
Create employee
Creates a new employee
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create item
Creates a new item in the inventory
Create customer
Triggers when a new customer is created
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
Fetch bill
Fetches a bill by type and 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 MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
Similar apps
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