Integrate PipelineDeals with Printavo
Send information between PipelineDeals and Printavo automatically, without writing any code, using Zoho Flow.
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Create an invoice in Printavo for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Printavo 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 order invoice in Printavo.
Create an invoice in Printavo for the latest closed deals in PipelineDeals
PipelineDeals + Printavo
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Supported triggers and actions
Integrate PipelineDeals and Printavo 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
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New inquiry
Triggers when a new inquiry is created
New payment
Triggers when a new payment is recorded
New customer
Triggers when a new customer is created
New expense
Triggers when a new expense is created
New user
Triggers when a new user is created
Updated invoice
Triggers when the details of an existing order invoice are updated
New task
Triggers when a new task is created
New invoice status
Triggers when a new invoice status is created
New invoice
Triggers when a new order invoice is created
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Create expense
Creates a new expense
Create invoice
Creates a new order invoice
Create inquiry
Creates a new inquiry
Create customer
Creates a new customer
Create task
Creates a new task
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
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 Printavo?
Printavo is screen printing software. You can manage users, create shipping labels for orders, and view the history of changes on your activity feed.
Similar apps
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