

Integrate PipelineDeals with Saasu
Send information between PipelineDeals and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu 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 with item layout and inventory items in Saasu.


Create an invoice in Saasu for recently won deals in PipelineDeals
PipelineDeals + Saasu

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Supported triggers and actions
Integrate PipelineDeals and Saasu 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

Contact updated
Triggers when the details of an existing contact are updated

New item
Triggers when a new item is created

New contact
Triggers when a new contact is created

New invoice
Triggers when a new invoice is created

New company
Triggers when a new company is created

New purchase order
Triggers when a new purchase order is created

New activity
Triggers when a new activity 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 contact
Creates a new contact

Create account
Creates a new account

Create item
Creates a new item

Create journal
Creates a new journal

Create inventory adjustment
Creates a new inventory adjustmemt

Create company
Creates a new company

Create service invoice
Creates a new invoice with service layout

Create activity
Creates a new activity

Create item invoice
Creates a new invoice with item layout and inventory items

Fetch contact
Fetches details of the selected contact

Update journal
Updates the details of an existing journal

Update activity
Updates the details of an existing activity

Update account
Updates the details of an existing account

Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name

Update inventory adjustment
Updates the details of an existing inventory adjustment

Update company
Updates the details of an existing company

Update contact
Updates details of the selected contact

Fetch Invoice
Fetches details of the selected invoice

Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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