Integrate PipelineDeals with QuickFile
Send information between PipelineDeals and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for the latest closed deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in QuickFile 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 QuickFile.
Create an invoice in QuickFile for the latest closed deals in PipelineDeals
PipelineDeals + QuickFile
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Supported triggers and actions
Integrate PipelineDeals and QuickFile 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
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 bank entry
Creates a new bank entry
Add client
Adds a new client
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Fetch item
Fetches the details of an existing item by name
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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