Integrate PipelineDeals with Invoice Ninja
Send information between PipelineDeals and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoice Ninja 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 Invoice Ninja 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 invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for the latest closed deals in PipelineDeals
PipelineDeals + Invoice Ninja
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Supported triggers and actions
Integrate PipelineDeals and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Send invoice
Sends an existing invoice to a client via email
Create task
Creates a new task
Create payment
Creates a new payment
Create product
Creates a new product
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Create client
Creates a new client
Fetch expense category by name
Fetches an existing expense category by name
Fetch client by name
Fetches the details of an existing client record by name
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch invoice by number
Fetches the details of an existing invoice by number
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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