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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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
