Integrate PipelineDeals with Saasu

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

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Create an invoice in Saasu for recently won deals in PipelineDeals

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu each time a deal is closed 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 with item layout and inventory items in Saasu.
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Create an invoice in Saasu for recently won deals in PipelineDeals

PipelineDeals + Saasu

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Supported triggers and actions

Integrate PipelineDeals and Saasu 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 activity

Triggers when a new activity is created

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

New invoice

Triggers when a new invoice is created

New purchase order

Triggers when a new purchase order is created

New company

Triggers when a new company is created

Contact updated

Triggers when the details of an existing contact are updated

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 inventory adjustment

Creates a new inventory adjustmemt

Create item

Creates a new item

Create account

Creates a new account

Create service invoice

Creates a new invoice with service layout

Create contact

Creates a new contact

Create company

Creates a new company

Create item invoice

Creates a new invoice with item layout and inventory items

Create activity

Creates a new activity

Create journal

Creates a new journal

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Fetch contact

Fetches details of the selected contact

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update journal

Updates the details of an existing journal

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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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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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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