Integrate PipelineDeals with Ronin

Send information between PipelineDeals and Ronin automatically, without writing any code, using Zoho Flow.

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Create an invoice in Ronin for newly acquired deals in PipelineDeals

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Ronin for every finalised deal in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Ronin.
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Create an invoice in Ronin for newly acquired deals in PipelineDeals

PipelineDeals + Ronin

Build your own integrations between PipelineDeals and Ronin

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Supported triggers and actions

Integrate PipelineDeals and Ronin 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

Payment created

Triggers when a new payment is added

Project created

Triggers when a new project is created

Task added

Triggers when a new task is added

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice is created

Client created

Triggers when a new client 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 contact

Creates a new contact

Create expense

Creates a new expense

Create invoice

Creates a new invoice

Create client

Creates a new client

Create task

Creates a new task

Create estimate

Creates a new estimate

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

What is Ronin?

Ronin is an online invoicing and time tracking web application that lets you track payments, send estimates, manage clients, and more.

Proposals & Invoices

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Webhook triggers

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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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Sales Director, Artico

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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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