Integrate Tookan with PipelineDeals
Send information between Tookan and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in PipelineDeals for every new order placed through Tookan
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in PipelineDeals whenever a new order is created in Tookan.
How it works
- The flow triggers when a new order is created in Tookan.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in PipelineDeals for every new order placed through Tookan
Tookan + PipelineDeals
Build your own integrations between Tookan and PipelineDeals
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Supported triggers and actions
Integrate Tookan and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when the details of an existing task are updated
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
Create pickup and delivery task
Creates a new pickup and delivery task
Create customer
Creates a new customer
Create appointment task
Creates a new appointment task
Create merchant
Creates a new merchant
Create agent
Creates a new agent
Create delivery task
Creates a new delivery task
Create pickup task
Creates a new pickup task
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
What is Tookan?
Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.
Similar apps
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
