Integrate OnePageCRM with sevDesk
Send information between OnePageCRM and sevDesk automatically, without writing any code, using Zoho Flow.
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Generate an invoice in sevDesk for newly closed deals in OnePageCRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in sevDesk whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in sevDesk.
Generate an invoice in sevDesk for newly closed deals in OnePageCRM
OnePageCRM + sevDesk
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Supported triggers and actions
Integrate OnePageCRM and sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
Deal won
Triggers when a deal is won
Invoice created
Triggers when a new invoice is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create contact address
Creates a new contact address
Create invoice
Creates a new invoice
Create voucher
Creates a new voucher
Create order
Creates a new order
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch country by name
Fetches a country by name
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch country by ID
Fetches a country by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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