

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.
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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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