Integrate Pipedrive with QuickFile
Send information between Pipedrive and QuickFile automatically, without writing any code, using Zoho Flow.
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Generate an invoice in QuickFile for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in QuickFile each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in QuickFile.
Generate an invoice in QuickFile for newly closed deals in Pipedrive
Pipedrive + QuickFile
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Supported triggers and actions
Integrate Pipedrive and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact person created
Triggers when a new contact person is created
Organization created
Triggers when a new organization is created
Note added
Triggers when a new note is added
Activity updated
Triggers when any detail of an existing activity is updated
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Pipeline created
Triggers when a new pipeline is created
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Create deal
Creates a new deal
Create product
Creates a new product
Create organization
Creates a new organization
Create activity
Creates a new activity
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update notes
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch deal by title
Fetches the details of an existing deal by title
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch activity
Fetches the details of an existing user activity
Fetch product by name
Fetches the details of an existing product by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by name
Fetches the details of an existing organization by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch client
Fetches the details of an existing client by company name
Add client
Adds a new client
Create invoice
Creates a new invoice
Create bank entry
Creates a new bank entry
Fetch item
Fetches the details of an existing item by name
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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